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 8 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
Gurley: Owned AV fleets face an unwinnable peak versus average demand dilemma
“Are you going to build the fleet to average or peak? And by the way, you lose whatever your answer is. If you build it to average, you're not going to be able to serve your customers during the peak at all. Like they're only going to be disappointed. And if yo…”
Gerstner: Robotaxis Will Increase Rideshare Net Margins to 12-14%
“We still think that the margin goes up from, let's call it seven percent of gross bookings to something like 12 or 14% of gross bookings, even taking into account all of that bill.”
Gurley: AI startup capital and burn exceed Uber-DoorDash wars
“Look, there's just no denying that the amount of capital that is going into these companies earlier in their life and the scale of hiring and their willingness to take on risk, which I think you can use cash burn as just a proxy for risk because you get furthe…”
Gurley: Crypto and blockchain will never replace corporate entities or marketplaces
“Saying that crypto and blockchain would replace the corporate entity. Like, and that marketplace companies like Uber wouldn't exist and all this stuff. Like, and that just didn't play out. And I don't think it's going to, you know, I'll go out on a limb.”
Gerstner: Tesla will eventually need to open its robotaxi network to Uber
“So I think they probably launch it you know you know, on a standalone basis. They get a lot of excitement and a lot of customer love for it. But my sense is by the time you scale this, it probably does have to be an open system.”
Gerstner: Uber, Nvidia, Oracle, Salesforce Commit to Invest America Matches
“Dell Corporation, for example, has raised their hand and said, you know, we intend to give to the kids of our employees. So has Uber. So has Nvidia. So has Oracle. So has Salesforce. So has T-Mobile. So has iHeartMedia.”