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 4 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
Sternlicht: Amazon subsidizes $4B-$5B retail losses with AWS to destroy small retailers
“It's fundamentally destroying mom and dad retail across the country, and it's one of my pet peeves because they were allowed to sell product retail-wise for less than the cost of, they're losing four or five billion a year in retail, which they subsidize with …”
Barry Sternlicht Oct 4, 2021 ▶ 37:55 Barry Sternlicht – Masterclass in Real Estate in a Post-COVID World (Capital Allocators, EP.216)
Assertion Contradicted
Singh claims he first publicly proposed rolling up Amazon third-party sellers
“And so I think I was probably literally the first person to have the idea of rolling up Amazon sellers, which has obviously become this enormous business. I literally think I was the first person to talk about that publicly.”
Savneet Singh Nov 1, 2021 ▶ 41:53 Savneet Singh – The Operator/Investor whose Software is Feeding the World (Capital Allocators, EP.220)
Assertion Contradicted
Toast founders built second commerce app on Apple App Store
“In fact, they were the second mobile app in the Apple App Store for commerce after Amazon.”
Steve Papa Apr 4, 2022 ▶ 31:53 Steve Papa – Entrepreneur's Perspective on Venture, Venture is Eating the Investment World 13 (Capital Allocators, EP.244)
Assertion Contradicted
Friedman: Amazon HQ2 in Northern Virginia Is Partially in an Opportunity Zone
“Amazon's second headquarters is partially an opportunity zone in northern Virginia.”
Manny Friedman Mar 18, 2019 ▶ 15:12 Manny Friedman – EJF on Economic Opportunity Zones (EP.91)
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