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 3 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 Supported
Li: Chinese platform fines targeted exclusive vendor lock-in agreements
“So if you're a supplier to Alibaba, you can't go on Pinduoduo or JD. They would sometimes make you sign an inclusive, exclusive agreement with them, which would be very, you know, anti-competitive in most parts of the world. But they've managed to sort of have…”
Lillian Li Jun 29, 2021 ▶ 43:12 Tech in china, from inside and outside
Assertion Not checkable as stated
Li: Meituan Won China's Clone Wars by Localizing Fastest
“When Meituan first started and they started off in kind of group buying, they were the part of the Groupon clone wars, as it was called. There was, you know, Startups doing Groupon cloning, and then Meituan localized the fosters and went with a different strat…”
Lillian Li Jun 29, 2021 ▶ 21:22 Tech in china, from inside and outside
Assertion Partly supported
Evans: Meituan and Ele.me daily orders dwarf Western delivery apps
“Meituan is doing about twenty-five million orders a day. E-L.me is doing about 10, fifteen million orders a day. Just Eat, Grubhub, those are doing like half a million.”
Benedict Evans Jan 17, 2021 ▶ 5:33 Two Europeans talk about China
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