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

Opinion
Lessin argues consumer hardware hits Ring and Nest weren't strong companies
“The track record of venture capital going into consumer hardware, there are a few examples of people who just barely got out by the skin of their teeth with reasonable outcomes, right? Ring, Nest, etc. But those were not actually fundamentally strong companies…”
Sam Lessin May 3, 2024 ▶ 47:21 #45: How Tech Cos. Quit the Culture Wars · More or Less Podcast
What-if
Sam Lessin claims Google's Nest acquisition was incredibly lucky and timed
“Nest was the luckiest fucking acquisition ever, right? Had that been six Six months later, it probably wouldn't have happened, right?”
Sam Lessin May 3, 2024 ▶ 46:57 #45: How Tech Cos. Quit the Culture Wars · More or Less Podcast
Disclosure
Sam Lessin: Slow Ventures' profitable hardware startups were saved by acquisitions
“And like, the reality is, of the hardware companies, even that we've made money on, it's mostly because someone big bought them because the product was so good, and one generation later, it would have died, right?”
Sam Lessin Sep 15, 2023 ▶ 29:30 #14: The Apple Episode (Carbon Neutralish) · More or Less Podcast
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