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 6 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
Xu: DoorDash's Dot robot uniquely navigates roads, sidewalks, and bike lanes
“And the sidewalk and the bike lane. And so it's the only vehicle in the world that does that.”
Tony Xu Apr 21, 2026 ▶ 1:16:23 The economics and trends of the restaurant industry, with Tony Xu of DoorDash
Assertion Contradicted
Xu: DoorDash's alert system warned NYPD of a Manhattan shooting first
“Within minutes of a Dasher seeing the shooter walk in to the building, you know, we have an alert system that doesn't just alert all Dasher's and consumers and merchants within that vicinity, but also all local law enforcement. And actually we were the first t…”
Tony Xu Apr 21, 2026 ▶ 54:38 The economics and trends of the restaurant industry, with Tony Xu of DoorDash
Assertion Supported
Xu: DoorDash cut COVID commissions 50%, costing over $100M
“Or in COVID, we were the only company to cut commissions by 50%. When we were not yet profitable as a company, that was an expense over a hundred million dollars.”
Tony Xu Apr 21, 2026 ▶ 6:51 The economics and trends of the restaurant industry, with Tony Xu of DoorDash
Assertion Contradicted
Xu: DoorDash is only platform saving drivers $1.40-$1.90 on gas
“And we're the only platform today to take care of Dashers when there is, you know, these increasing gas prices and making sure that, you know, we have their back and that we're actually trying to help them save a dollar 40 to a dollar 90 per gallon for Dashers…”
Tony Xu Apr 21, 2026 ▶ 6:37 The economics and trends of the restaurant industry, with Tony Xu of DoorDash
Assertion Partly supported
Xu: DoorDash struggled to raise capital relative to peers from 2016 to 2018
“In fact, you know, between 2016, 1718, we barely were able to raise a dollar, you know, relative to our peers.”
Tony Xu Apr 21, 2026 ▶ 3:56 The economics and trends of the restaurant industry, with Tony Xu of DoorDash
Assertion Supported
Xu: DoorDash has over 100M annual and tens of millions of monthly customers
“Our product with now, you know, over a hundred million plus annual customers, tens of millions of, ah, monthly customers, they shop at various frequencies”
Tony Xu Apr 21, 2026 ▶ 29:22 The economics and trends of the restaurant industry, with Tony Xu of DoorDash
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