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 Partly supported
Banks called Zappos's $60 million loan during the 2008 financial crisis
“At Zappos, it was, what do we do after nine-eleven when sales went to zero, what do we do during the financial crisis when credit became very, very difficult, and we were borrowing sixty million dollars, and we had sixty million dollars that we did nothing wro…”
Alfred Lin Jan 21, 2025 ▶ 1:13:11 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 Partly supported
Tellme Networks burned $60 million a quarter before its enterprise pivot
“At tell me networks, when we're burning sixty million dollars a quarter, how do we get through that, and how do we pivot the company from a consumer business that wasn't working into an enterprise business?”
Alfred Lin Jan 21, 2025 ▶ 1:12:52 How to Win by Being Right and Contrarian: Lessons from Zappos to DoorDash
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