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 24 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
Hoffman: AI will benefit both tech giants and startups, not disrupt incumbents
“Like it isn't going to be the David and Goliath where David invents his new thing, AI, and it kind of resets the apple carts of the Goliaths that are appropriately bought into AI, which, you know, is intensely Microsoft and Google and, you know, some Amazon an…”
Gavet: Amazon copied Ozon's model of e-commerce pickup points
“I do think that Amazon did copy some of the things that we were doing because we invented pickup points. We had 2000 plus pickup point across Russia because at the time in Russia it was all cash on delivery, and we had to figure out a way for people to Get the…”
Gelsinger: Intel wants to manufacture chips for Nvidia, AMD, Google, and Amazon
“And frankly, I want to manufacture for NVIDIA, for AMD, for Google, for Amazon. We want to be that supply chain provider because the world needs a Western supply chain at scale.”
Daunt: 'Showrooming' for Amazon in physical bookstores is largely a myth
“There was this sort of obsession that people were coming into our stores and photographing books and then ordering them Amazon and, or coming in and choosing books and then downloading them on their Kindles. And it was, which just simply doesn't happen except …”
Daunt: Physical bookstores offer a superior discovery experience to Amazon
“A book's, Bought in a bookstore, discovered in a bookstore is a better book. Same book, but it's a better book. And also it's just nice and enjoyable. These are places in which people will want to continue to come.”
Amoruso: First Online Sales Were Stolen Books on Amazon at Age 17
“The first stuff I sold online was actually on Amazon as a book reseller. But I was selling stolen books. I was, like, 17.”
Mackey: Whole Foods considered going private with up to $13B in debt
“If you go private, which is an alternative Whole Foods looked at, you're taking on, we'd have been taking on, gosh, probably 1211, 12, thirteen billion dollars in debt under our balance sheet, and if the business turned down, you could go bankrupt.”
Mackey: Stepping down as Whole Foods CEO involved conflict with Amazon executives
“I didn't want to work as hard, and I wanted to do some other things in life, and I just knew, and I was having some conflict with some of the Amazon executives as well.”
Huffington: Employee attrition costs Amazon $8 billion
“Attrition is costing Amazon eight billion dollars.”
Allison Ellsworth: Early viral TikTok generated $100K in Amazon sales overnight
“Honestly, what worked is one night I sat down, it was a Friday night, I just got in the shower, my hair is wet, and I just told my story. And it connected on such another level that it went viral, did a million views while we're sleeping. We did a 100,000 doll…”
Retail expansion, HSA/FSA eligibility, and women's health focus ignited Oura's growth
“Going into that, that second year, we ended up launching with Best Buy and later with Amazon. We introduced HSA FSA and we really focused on women and women's health. And those three things, like it was like we set a fuse on a bomb.”
Mackey: Whole Foods dropped prices significantly four times in two years post-Amazon merger
“And it, in the first two years of that merger, Amazon let us drop our prices significantly four times.”
John Mackey delayed Whole Foods' Amazon integration until his retirement
“In other ways, I held it back, and once I was gone, then they could move in the directions that it needed to evolve in. In some cases, that's maybe a little tighter a little closer to Amazon. They're a little more integrated into Amazon. I held them back from …”
Mackey: Whole Foods and Amazon signed acquisition deal six weeks after meeting
“Six weeks after that first meeting in Seattle, we'd signed a deal. It was like a whirlwind romance.”
Maher: Google and Amazon publicly withdrew before she became CEO
“Yeah, when I stepped in, we'd already heard from some of the larger partners, such as Amazon and Google, that they weren't going to be coming. They were public about that.”
Khosrowshahi: Uber pivoted from a single service to an Amazon-like transport platform
“One of the strategic pivots that we have taken is to think about Uber not as a service, but as a transportation platform. Think of it as an Amazon transportation. You can take a bus. You'll be able to take a car. You'll be able to take a train. You will be abl…”
Steven Ellsworth: Poppi used Amazon affiliate links to monetize checkout redirects
“Another little crazy hack, this is a, this is like a pro tip, is because we were directing traffic to our website, to Amazon, we actually made it an affiliate link. So Amazon was actually paying us. To direct traffic from our website to Amazon while also colle…”
Guido Teuber: Counterfeits Reached 20% to 25% of Catan Copies Around 2017
“And it turned out that piracy was the culprit, and there were massive it was a wave of piracy originating mostly from China, and then just coming container loads, and then at some point, every fourth or fifth game was actually a pirated copy from China, and so…”
Collins: Planet FWD works with Amazon on decarbonization
“I didn't know that I was going to build a B to B software platform that worked with companies like Amazon on decarbonization.”
Cessario: Liquid Death flavored sparkling water hit #2 on Amazon within three months
“Within three months, we were like the number two flavored sparkling brand on Amazon.”
Cessario: Liquid Death iced tea became #1 tea on Amazon within months
“But again, launch T goes on Amazon within a few months where the number one T on Amazon”
Mackey: Removing father from board and selling to Amazon were hardest business decisions
“That was the most difficult thing I've ever had to do in business, to be honest. That plus, I'd say the sale to Amazon was also a difficult decision, but I had to do it.”