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 5 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
Sam Lessin: Startups are almost never killed by direct competitors
“The number of companies that are actually killed by competition is so small, right? Like the story is, oh, I need more money to like me. And then look, it happens like Uber, Lyft can like slug each other to death. You know what I mean? Like there are places wh…”
Brit Morin: Waymo holds 22 percent of SF rides, surpassing Lyft
“Now Waymo has 22% market share of all taxi journeys in San Francisco, which exceeds the human driver company, or sorry, the human driver company Lyft was the headline.”
Sam Lessin: Lyft Is Finished as a Major Competitor
“Lyft is gone. Nine, eight dollars a share, what, there's shit in the bed.”
Sam Lessin: Lyft has financially been a huge disappointment for dollars invested
“Lyft has obviously been financially a huge disappointment, right? Like for dollars invested, like some people might've gotten rich on it by timing it right and being in and out and lucky. But the reality is, is Enormous amount of money went in, far more than t…”