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 9 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

Insight
9/11 Unexpectedly Put a Rocket Under the Online Travel Industry
“So, for the online travel industry, there was this strange, perverse effect of nine-eleven, which is that it literally put a rocket under the industry.”
Rod Cuthbert Oct 14, 2024 ▶ 38:23 Viator: Rod Cuthbert
Assertion Not checkable as stated
Viator Invented the Highly Lucrative 'Skip the Line' Tour Concept
“So with the tour operator, they approached the Vatican, the church and said, what if we did this thing that we'll call skip the line? What if we charge these guys three times as much, but you let them straight in? And the Vatican, you know, the commercial, the…”
Rod Cuthbert Oct 14, 2024 ▶ 41:14 Viator: Rod Cuthbert
Prediction Held up
Cuthbert Predicts Viator Will Surpass $4B in Gross Revenue in 2024
“They'll do, I think, over four billion dollars in gross revenue in 2024.”
Rod Cuthbert Oct 14, 2024 ▶ 1:03:30 Viator: Rod Cuthbert
Assertion Not checkable as stated
Look Tours Rebuilt Its Stolen Website Using the Wayback Machine
“They managed to, over the next few days, rebuild the website from, you know, using the Wayback Machine and I don't know, a whole bunch of methods that they came up with on the spot. They got the site back up and going in about four or five days.”
Rod Cuthbert Oct 14, 2024 ▶ 54:59 Viator: Rod Cuthbert
Assertion Not checkable as stated
Look Tours Lost Its Code and Backups in Physical Server Burglary
“Sadly, they kept all of the backups in a box that was sitting on top of the servers, and when these servers were stolen in the middle of the night, The backups of all of the code and customer records, et cetera, were stolen as well.”
Rod Cuthbert Oct 14, 2024 ▶ 53:55 Viator: Rod Cuthbert
Assertion Not checkable as stated
Sabre Relinquished Booking Software to Viator Founders After 1997 Layoffs
“We knew the names of various executives up the line, and we just kept calling the switchboard until we got through to one of them, who told us, Well have you heard of collateral damage? That project of yours, that's collateral damage. We don't want it. We don'…”
Rod Cuthbert Oct 14, 2024 ▶ 24:01 Viator: Rod Cuthbert
What-if
$20M More Capital Could Have Yielded a $1 Billion Viator Exit
“It would have been great if we'd held on to Viator for just a few more years, tossed another twenty million dollars into the bucket, and turned it into a billion dollar exit.”
Rod Cuthbert Oct 14, 2024 ▶ 1:02:30 Viator: Rod Cuthbert
Assertion Not publicly verifiable
The Carlyle Group Made an 8x Return on Its Viator Investment
“I think Carlisle made eight or nine times their investment.”
Rod Cuthbert Oct 14, 2024 ▶ 1:02:48 Viator: Rod Cuthbert
Assertion Supported
Viator Typically Took a 25% Commission on Tours and Experiences
“25% was pretty normal. An average per person price on, you know, a walking tour, or a cooking class, or whatever it was, might be a hundred bucks, and we would buy that from the supplier for 75 bucks.”
Rod Cuthbert Oct 14, 2024 ▶ 34:04 Viator: Rod Cuthbert
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