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 3 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
TiVo Failed by Refusing to Choose Between a Product or Service Model
“TiVo was a great company, but never decided, was it a product? Was it a service? Which is it? Is it both? And as the idea becomes mainstream, you've really got to do that and dive deeply. And the companies that survive do that well, and the companies that don'…”
Wood: ReplayTV burned $20M monthly and missed its IPO window
“You know, even though we raised two hundred million dollars plus the burn rate had cranked up and we were spending, you know, I remember some months it would be twenty million dollars a month. The thing that changed the dynamic is they went public Before us, w…”
Wood: TiVo used dot-com funding to subsidize DVRs at $99
“TiVo, then Teleworld, decided that they would take advantage that this was like in the dot com boom. They would take advantage of the fact that they could raise a lot of money. They raised a lot of money, and then they started subsidizing the DVRs. Yeah, so th…”