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.

2statements match

2resolved → 0open claims → 1supported → 0contradicted →

why aren't all 2 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

SoftBank threatened to fund Lyft if Uber rejected its investment offer

“And so it was negotiating a deal with SoftBank, who in classic SoftBank fashion was saying, either you take all of our money or we're going to go invest it in Lyft and kill you.”

Gregg Lemkau Jan 9, 2023 ▶ 17:29 Gregg Lemkau - The Evolution of MSD (Capital Allocators, EP.291)

Assertion Partly supported

NYC yellow taxi driver profitability is superior to Uber driver earnings

“The profitability of a yellow taxi driver was superior to that of an Uber driver.”

Andrew Milgram Apr 21, 2022 ▶ 40:17 Andrew Milgram – Mid-Market Distressed Investing at Marblegate (Manager Meetings EP.29)

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The Ledger

Turn any episode into a week of clips.