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 16 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
Chang: Uber Eats and DoorDash take up to 50% of restaurant margins
“So with margins becoming thinner and thinner in the restaurant industry, we find our original strategy of delivery becoming highly unsustainable with delivery apps like Uber and DoorDash taking margins specifically in the city up to 50%.”
Donnel Baird: BlocPower will forfeit profitability to scale for IPO
“Over the next two to five years, as we prepare to like go public and IPO, we will not be profitable. If I'm doing my job, like we will be investing in R&D and expansion, just like Uber did, right? Or Airbnb or any other tech company, because we want to take th…”
Zimmer: Lyft had $100M and months of runway when Uber raised $3B
“We woke up one day, it was about four or five years ago, and Uber has raised three billion dollars, and we had a hundred million dollars left in the bank, which is a lot of money, but only a few more months left, and now you have this Crazy competitor who want…”
Over 200,000 riders deleted Uber in 2017, causing a Lyft business spike
“Kalanick has since left that group, but before that happened, more than 200,000 riders deleted their Uber accounts, and all of that has led to a spike in business for Lyft.”
Lawson: Enterprise software providers must know budget owners when spend scales
“There's a budget owner somewhere who's spending now millions and going on tens of millions of dollars on our services, we at the very least have to know that person really well. And that was the transition that we had not really made, because we were taken a l…”
McKelvey: Public market narrative completely shifted after Uber's IPO
“If you look about what did the market want, it completely changed after Uber's IPO. And all of a sudden there was a shift in terms of the market narrative.”
Zimmer: Lyft instructed employees not to gloat during Uber's crisis
“We told our team, this is not a time to gloat, and we mean that, and we meant that.”
Carter Was an Early Investor in Spotify, Uber, Dropbox, and Slack
“Spotify, Warby, Uber, Lyft, Dropbox, Slack really great companies that we're proud of.”
Troy Carter Was an Early Investor in Spotify, Uber, and Slack
“Yeah, yeah, Spotify, Warby, Uber, Lyft, Dropbox, Slack really great companies that we're proud of.”
Field: Coda, Notion, Microsoft, and Uber were early Figma customers
“So, early customers like Coda Notion, Microsoft, Uber, MindBody, you know, there was a bunch that, that started to really use the platform.”
Uber grew to account for a quarter of Twilio's total revenue
“So they were growing to be like a quarter of our revenue. I'm like, that's actually a problem. That's not something to celebrate. That's actually something to worry about.”
Lawson: Uber was an early Twilio customer for ride arrival texts
“You know, like one of our early customers was Uber, and they came to us and said, well, actually, we want to let you know when your ride's arriving. Can we do that with Twilio? We said, of course you could. And they, like a day later, rolled out the first vers…”
Uber had roughly five employees when Twilio won their business
“Uber, when we won them as a customer, I think the whole company was about five people.”
English drove for Uber to experience customer ratings before rating Lola staff
“Before I inflicted that upon our customer service people, I wanted to show that, okay, I'm happy to get rated. I want to see what it feels like to get rated. Being an Uber driver was the easiest way to do that because you get real-time feedback in the driver a…”