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 11 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

Opinion
Ehrenberg: Early marketplace startups like Uber and Airbnb are not super tech-intensive
“Those businesses themselves are not super tech intensive, right? They're just leveraging very basic building blocks”
Roger Ehrenberg Dec 5, 2013 ▶ 19:39 "The Business of Data" Panel // October 2011
Assertion Not checkable as stated
Knaup: Airbnb relies on just one person to run data infrastructure
“And what's really great is that they basically have one single person that runs all of this data infrastructure for this huge company.”
Tobi Knaup Sep 22, 2014 ▶ 14:58 Tobi Knaup, Mesosphere // Data Driven #29 // Sep 2014 (Hosted by FirstMark Capital)
Assertion Not checkable as stated
Tech giants like Google and Uber rely on home-rolled ML infrastructure
“Most of the tooling is kind of home rolled. Best practices haven't emerged yet. We're seeing a lot of, especially large companies, roll their entire own stacks. So Facebook has FB Learner, Google has TFX. Uber has Michelangelo. Airbnb has Big Head.”
Dillon Erb Feb 25, 2019 ▶ 3:10 CI/CD for Machine Learning & AI // Dillon Erb, Paperspace (FirstMark's Data Driven NYC)
Insight
Bhardwaj: Great platform businesses succeed by expanding total market supply
“If you look at any good platform, Like Uber or Airbnb, it's not that they made life convenient, but they also increased the supply of things. Like with Airbnb, the supply of hotels or supply of basically places you can find significantly increases, or with Ube…”
Anant Bhardwaj Jan 17, 2019 ▶ 15:59 Why Does The World Need Another Computer? // Anant Bhardwaj, Instabase (FirstMark's Data Driven NYC)
Assertion Not checkable as stated
Le-Quoc: Vast majority of industry still struggles with data visualization
“Not the sort of advanced customer of ours, you know, say, you know, Airbnb or Twitter or, Spotify, but the vast majority of the industry is, is still kind of struggling with that.”
Alexis Le-Quoc Nov 23, 2015 ▶ 2:48 Data: Monitoring to Analytics to Understanding // Alexis Le-Quoc, Datadog
Insight
Consolidating training and serving data is the feature store holy grail
“And so a way to create a feature store whereby we can consolidate the training data with the prediction serving time data is a common sort of holy grail for all the companies I've been at in their pursuit.”
Alok Gupta Feb 1, 2021 ▶ 11:58 Fireside Chat: Alok Gupta (Head of Data Science & ML, DoorDash) with Matt Turck (Partner, FirstMark)
Disclosure
DoorDash, Airbnb, and Lyft all sought a centralized machine learning stack
“I would say at all three places, there was a desire for a centralized stack so that iterative improvements sort of helped all models.”
Alok Gupta Feb 1, 2021 ▶ 11:13 Fireside Chat: Alok Gupta (Head of Data Science & ML, DoorDash) with Matt Turck (Partner, FirstMark)
Assertion Supported
Knaup: Mesosphere, Twitter, and Airbnb are major committers to Apache Mesos
“It's a top-level Apache project. And, you know, Mesosphere, Twitter, and Airbnb are major committers on the project.”
Tobi Knaup Sep 22, 2014 ▶ 8:46 Tobi Knaup, Mesosphere // Data Driven #29 // Sep 2014 (Hosted by FirstMark Capital)
Assertion Supported
Tan: Sift Science has 25 employees and 175 customers including Twitter and Uber
“We have 25 people out in San Francisco just closed our Series B recently, and we have about a 175 customers around the world, including Twitter, Square, Match.com, OpenTable, Uber, Airbnb, Kickstarter and others.”
Jason Tan May 27, 2014 ▶ 0:19 Jason Tan, Sift Science // Data Driven #26 // April 2014 (Hosted by FirstMark Capital)
Assertion Partly supported
Justin Borgman: Starburst created Trino, used by Netflix, Airbnb, and LinkedIn
“We're the creators of an open source project called Trino, which is a pretty popular project used by a lot of the Big internet companies like Netflix and Airbnb and LinkedIn and so forth.”
Justin Borgman Jan 30, 2025 ▶ 1:47 Trino, Iceberg and the Battle for the Lakehouse | Justin Borgman, CEO, Starburst
Assertion Supported
Apache Airflow was created in 2014 at Airbnb
“Airflow was founded in 2014 at Airbnb, and it's an absolutely viral open source project.”
Viraj Parekh Oct 10, 2022 ▶ 3:26 Modern Data Orchestration | Astronomer Co-Founders Pete DeJoy & Viraj Parekh
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