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 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
Lavingia: Hourly pay yields higher workforce utilization than salaries
“And what you get out of hourly, just like Uber, just like Airbnb, just like instances on AWS, you get efficiency. You get much better utilization of these assets.”
Fried: B2B software companies do not need Uber-style venture capital aggression
“So yeah,
that's an exception, but like your B to B accounting software, you know, whatever, like, no, not that that can't be a great business.
It can be, but it doesn't need the same kind of approach as Airbnb or Uber.”
Lieberman: On-demand SDR platforms bring gig work models to knowledge work
“Uber, DoorDash TaskRabbit has basically taken every American who wants to be a gig economy worker or monetize kind of their skills, but it's all been done within manual labor. This is the first time I've seen it be done within kind of like knowledge work.”
Pujji: Ampush spent $50M-$100M annually managing Uber driver acquisition
“And like, next thing you know, we scaled them to 600 cities globally. We were spending 50 to a hundred million dollars a year with them on driver acquisition, getting drivers to sign up to be on the platform.”
Valuable network businesses intermediate transactions without owning the underlying assets
“The first really important point, networks, and especially the most valuable networks, are fascinating in that they connect millions or even billions of people, but they do not own the underlying asset that is exchanging hands. Airbnb doesn't own any homes, wh…”