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 12 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
Uber would be worth $600 billion today without leadership disruption, says Michael
“Six hundred million? Five X. Yeah, six hundred billion. We would have been Instacart. We would have had a payment system because we'd have so much share of wallet. There was so much more we would have done.”
Emil Michael: Airbnb CEO Brian Chesky could not have built Uber
“And now I would argue that Brian Chesky could not have built Uber.”
Michael: Uber beat Lyft by 20x despite Lyft launching ridesharing first
“What's the difference between Lyft and Uber? We started at the same time. Lyft is worth six billion dollars today. That's a 20 x difference. The single difference was leadership and ambition, right? The only thing you could attribute it to, because they starte…”
Michael: 99% of Uber Alumni Call It Their Best Career Experience
“99% of the people who went through Uber say it was the best experience of their life. What you read about is that one percent, and I think people are really longing for that culture again in business.”
Emil Michael: Uber has paid roughly $100B to drivers over time
“Uber over time has probably paid a hundred billion dollars to drivers. A hundred billion dollars.”
Emil Michael: Bain consultants make better startup operators than McKinsey consultants
“A thirty-something former Bain consultant, because they had a little chip on their shoulder relative to McKinsey Consultants. They want to win, they're more analytical, so less theoretical in strategy, and more like, okay, I'm going to do this.”
Uber's Milan general manager faced cartel death threats and a home break-in
“We had a female general manager in Milan, and they posted her face all over the city saying, kill this woman. They snuck into her apartment at night and hung a sign from her apartment to the apartment across the road, Saying she, you know, she has a relationsh…”
Michael: Uber lost 500,000 customers during #DeleteUber campaign
“We lost half a million customers.”
Emil Michael: Uber raised $15 billion between June 2014 and June 2016
“We raised fifteen billion between June of 14 And June of 16. So in two years. So all that fundraising we did, I was there for four years, was concentrated in two years.”
Uber launchers could not leave a city until achieving ten-minute ride liquidity
“You can't leave until you do two things. You create liquidity in that market. Liquidity meant you could get a ride in 10 minutes or less anywhere in the city. That means you have to find out where the drivers are, you have to market to consumers, you have to d…”
Bevirt: The Uber app will seamlessly stitch ground rides with Joby flights
“We have the partnership where, where there are demand funnel and where You know, when you pull up the Uber app and you say you want to go to, you know, you're in New York, you want to go to JFK, that it'll seamlessly stitch a, an Uber trip to the VertiPort and…”