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.

clear all ✕

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.”
Chamath Palihapitiya Jun 29, 2024 ▶ 1:17:11 Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more
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…”
David Sacks Jan 27, 2023 ▶ 25:37 E113: DOJ tries to break up Google, vaccine questions, Ukraine escalation & more
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…”
David Sacks Jan 27, 2023 ▶ 30:31 E113: DOJ tries to break up Google, vaccine questions, Ukraine escalation & more
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?”
Jamie Dimon Feb 23, 2025 ▶ 0:18 Remote Work Under Fire: All-In Podcast Unpacks Jamie Dimon’s Leaked Rant!
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.”
Antonio Gracias Jun 7, 2022 ▶ 1:19:12 #AIS: Bestie AMA with Valor's Antonio Gracias
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.”
Jason Calacanis Dec 4, 2020 ▶ 10:18 E14: Salesforce acquires Slack, DeepMind’s AlphaFold breakthrough, Trust Fund Socialists & more
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