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 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
Lin: DoorDash proactively digitized merchant menus during COVID lockdowns
“They decided, like, these merchants are going to be hurting, and we need to help them, and so they proactively went out and uploaded menus from different merchants onto DoorDash and said, hey, I know you guys are hurting. The only thing you can do is delivery.…”
Alfred Lin Jan 21, 2025 ▶ 1:23:13 How to Win by Being Right and Contrarian: Lessons from Zappos to DoorDash
Assertion Supported
Lin: DoorDash expanded delivery market beyond Grubhub's existing-courier restaurant base
“The only restaurants that would be on Grubhub's website were all the companies that already had delivery staff available. So what DoorDash did was to expand the market. And by expanding the market, they were very focused on that problem.”
Alfred Lin Jan 21, 2025 ▶ 2:01:54 How to Win by Being Right and Contrarian: Lessons from Zappos to DoorDash
Assertion Supported
Lin: Restaurants typically operate with less than 30 days of cash
“He knew that restaurants wouldn't survive. They had less than 30 days of cash. And, you know, that's less than 30 days of cash when they actually are running at full speed.”
Alfred Lin Jan 21, 2025 ▶ 1:22:25 How to Win by Being Right and Contrarian: Lessons from Zappos to DoorDash
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