The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 7 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Chamath: Starbucks sales will decline as GLP-1 drug adoption grows
“And I think if you start to graph the adoption of GLP ones pervasively in America to the drop in same store sales, I think as GLP one adoption goes up, same store sales will continue to go down.”
Chamath believes Starbucks should be valued at $20 billion
“Starbucks should be probably a twenty billion dollar asset.”
Chamath: Starbucks lacks pricing power because it is not a premium brand
“The problem is they are not a premium brand, and the difference is Hermes, as an example, is a premium brand. They can charge whatever they want under all weather conditions. They have pricing power, so if their inputs go up, they can make sure they maintain m…”
Calacanis: Automation will eventually eliminate cashiers, cooks, and baristas
“So the cashiers will be gone. The cooks will be gone. And eventually the baristas will be gone and it'll just be a couple of people.”
Chamath: Ex-Starbucks CEO wouldn't be fired if he cut initial forecasts
“I just think that the CEO would not have gotten fired had he just moved the forecast down by 20% when he came in as CEO.”