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.

3statements match

3resolved → 0open claims → 2supported → 0contradicted →

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

Assertion Supported

Airbnb held $3 billion in cash against $4 billion in customer deposits

“We have three billion dollars of capital on the balance sheet at Airbnb, but we have three billion dollars or four billion dollars of customer deposits.”

Alfred Lin Jan 21, 2025 ▶ 1:19:26 How to Win by Being Right and Contrarian: Lessons from Zappos to DoorDash

Assertion Partly supported

Lin: Airbnb lost 80% of its revenue when the pandemic hit

“You have a business that went from a business that was growing 2030, 40% a year to a business that declines and you lose 80% of your revenue.”

Alfred Lin Jan 21, 2025 ▶ 1:16:57 How to Win by Being Right and Contrarian: Lessons from Zappos to DoorDash

Assertion Supported

Lin: Airbnb raised debt during COVID to avoid a down-round valuation

“We're going to raise money, and we're going to do it in a way that doesn't burden previous investors. So we're not going to raise money at a low valuation. We're going to raise debt.”

Alfred Lin Jan 21, 2025 ▶ 1:19:06 How to Win by Being Right and Contrarian: Lessons from Zappos to DoorDash

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The Ledger

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