why aren't all 6 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
Assertion Contradicted
Chamath: Zoom has 90% of its R&D and OpEx in China
“The Zoom example is a terrible, the Zoom example is a terrible one, and the reason is that P&L would have a hole blown on the side of it if they did not have 90% of their R&D and OpEx in China.”
Opinion
Sacks: Microsoft clones products from Slack, Okta, and Zoom to weaken them
“If Microsoft can basically clone the sort of the breakthrough innovative product, you know, just to say they do one every year and then they put a crappy version of that in their bundle. Yeah. Yeah. Yeah. 10% or 50% worse, but they give it away effectively for…”
Opinion
Sacks: Tech incumbent software bundling is a form of economic dumping
“I think that this bundling behavior is a form of dumping where in the short run, it looks like consumers are benefiting because they're getting zoom, a zoom clone for free or, you know, a slack clone for free. But then what happens is once they've, you know, h…”
Opinion
Dimon: Zoom multitasking reduces efficiency and breeds rudeness
“And if you don't think that slows down efficiency, creativity, creates rudeness, and stuff, it does, ok?”
Disclosure
Gracias: Valor raised over $1B fund entirely over Zoom during COVID
“I mean, we raised one point some of their fund during COVID and it was like all done doing zoom, raising new, new fund now and I'm flying around the world taking meetings.”
Assertion Supported
Calacanis: Slack had 87 customers spending over $1M per year
“This company, unlike Zoom, ah, should have been able to grow quicker, and if you look at their numbers, they had 87 companies that had, were spending over a million dollars.”