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 6 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
VCs cannot provide useful business strategy advice to obsessive founders
“It's why, like, no investor ever gives me useful advice, really. Because like, I'm not, sure, they can about people and some high-level stuff, for sure, or capital markets, but like, Business, like, strategy? Like, how could they ever know my business better t…”
Brian Chesky's founder involvement rule does not scale for Flexport
“I think he says like, if the company should only do as many things as the founder can be personally involved in, it's a nice ideal. It doesn't work at my company. We're like in all these different countries and all these different modes of transport that like …”
Government economic and inventory survey datasets are inherently unreliable
“I know how hard it is to get accurate data out of my own company, so the idea of the government economists getting accurate data about all of the companies, I'm like always very skeptical on these things. I was so skeptical on like big government data sets.”
Amazon aggressively pushes its warehouse bottlenecks to merchant unloading docks
“One of the things that they do that pisses off their merchants is they have this endless line of trucks at the warehouse they can't unload. They've pushed the bottleneck off into the unload piece. The loading docks and truckers and can't get appointments and s…”
Amazon and Danaher are the only U.S. companies advancing Toyota's production system
“I mean, the Toyota production system, I think there's like two companies that have taken it really, really seriously and advanced it in the United States. One is Amazon, and one is Donaherr.”
Just-in-time inventory is a ridiculous operational model for healthcare networks
“Like the COVID was a great example. Like people, the hospitals didn't have enough inventories all run just in time, which is just a ridiculous way to run a healthcare network just in time because in a crisis, you better have some inventory.”