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 1 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
Seshan predicts every public company will require carbon accounting in 10 years
“In 10 years, every public company will need to do some level of carbon accounting and have a decarbonization plan to underscore that.”
Patrick Collison required new Stripe products to plausibly add $10B in enterprise value
“When Stripe got larger and larger, the question became not only why now, but like, what's the opportunity on the table for this idea? Like, this has to be an idea where we could eventually work it out to Patrick's, you know, sort of bar was, is this gonna add,…”
Seshan: Amber Feng and Christina Cordova built Stripe Connect's initial multi-party version
“And then we had started exploring this thing called Connect where Amber Feng and Christina Cordova had built an initial version of this, like, multi-party payments idea that Someone like Shopify or someone like Lyft could be able to route payments in multiple …”
Seshan: Stripe core payments took around 75% of engineering bandwidth
“Core payments maybe took 75% of the engineering bandwidth.”
Seshan: Stripe's subscription buyer shifted from developers to finance teams
“It was actually over the course of A couple years where the decision-making power sort of shifted in our existing user base to more of a finance buyer.”
Seshan: Stripe did not expand multi-product until core payments was deeply working
“The engine that powers Stripe is payments. It is payments. It's always gonna be payments. Like, payments is really, really vital, and Stripe should not have, and did not, like, overreach into multi-product before payments was, like, really, really, really work…”