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 7 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
Foroughi: Only AppLovin, Meta, and Google have mastered true advertiser arbitrage
“And if you do that, and what I call performance marketing is that make the advertiser an arbitrage. Very few people define performance marketing as that, and very few companies have executed. Facebook's done a fantastic job of it. Google, part of their busines…”
Xu: DoorDash's Moat Is Structuring Physical-World Data That Google Hasn't Mapped
“A lot of what's difficult about DoorDash is we're trying to build a structured data set in a world that is chaos. That's the physical world. One of the reasons why there's all these sources for mistakes, for delays, for costs that ultimately, you know, yield i…”
Fried: Apple, Google, Yahoo, and Microsoft Ruined Email With Neglected Products
“I blame Apple. I blame Google. I blame Yahoo. I blame Microsoft for making shit email products that they just don't care about. Now, they've started to care more about them, but they didn't care about them for a long time, and everybody knows that nobody cared…”
Sequoia historically owned 20% of Nvidia and 10% of Google
“And you know, we own 20% of NVIDIA. Think about that. I mean, you know, we own 10% of Google. And there's many others, you know. Apple. Are you kidding me? We were the first investor of Apple, in Apple. Cisco. We own a quarter of Cisco systems.”
Devin dynamically routes tasks across OpenAI, Anthropic, Google, and internal models
“Devin, rather than being pegged to one model and saying, oh, we're only going to serve you GPT for this, or we're only going to serve you OPFIS for this, Devin can use any of the different models it has in its arsenal, which include all of these models from An…”
Armstrong: Coinbase's first employee hire was former lumberjack Olaf Carlson-Wee
“Actually the very first hire at Coinbase was this guy Olaf Carlson Wee, outside of Fred and I as the co-founders, and we were trying to hire this customer, someone to come in to run customer support, because of the backlog I mentioned, and I remember it came d…”
Roblox's entire social graph traces back to 1,500 initial Google ad users
“If we were able to, like, reverse engineer the whole social graph tree all the way back to the starting of Roblox, we'd probably see a one month period, you know, times 50 users, times 30, probably see 1500 users that were saw some ad, like an online building …”