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 14 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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
Lessin: Evan Spiegel's founder mode leadership at Snap has been a disaster
“You know, Evan Spiegel seems like he operates in founder mode. It's been a disaster, right?”
Sam Lessin: Snap is a shitty company because Evan Spiegel lacks focus
“I think one of the reasons Snap is such a shitty company Is because Evan has too fertile a mind for new products. They're constantly making new shit and not refining what works.”
Meta's settlement drops teen daily limit to one hour if competitors agree
“For that two hour time limit, it will be reduced to a one hour daily limit if TikTok, Snap, and YouTube also agree.”
Lessin: Snap is a $7B company and completely irrelevant
“Guys, Snap is a seven billion dollar company. It's completely irrelevant what Snap does.”
Sam Lessin: Snap's $14B market cap is too small for AR hardware
“You cannot play today's game with a fourteen billion dollar market cap. It's just not possible, right? Like he doesn't have the resources.”
Sam Lessin: OpenAI should acquire Snap to distribute its AI features
“I think the reality is that open AI really probably should just buy Snap. It's basically fucking free. Doesn't cost anything. Then they can put their little AI buttons all over everything, too, in an app that they own, just to keep it fair, you know?”
Sam Lessin: Snap will operate faster and better following PM layoffs
“The company will now, I have no idea how product managers they have, but I'm almost certain it will now work faster and better.”
Morin: Evan Spiegel is one of the best product leaders on Earth
“Evan is one of the best product guys on earth.”
Sam Lessin: Snap is an unsuccessful one-trick pony that got eclipsed
“Now, I don't think it's been successful. You know, I think it was a one trick pony and it has been eclipsed in a thousand ways.”
Sam Lessin: Snap stock consistently crashes on earnings and recovers
“Snap is it does this thing every quarter where, like, it gets, announces earnings, gets completely crushed, and then, like, somehow floats back up, and then announces earnings and gets crushed. It's a very interesting signature.”
Dave Morin: Adjusted for inflation, Snap stock never gained since IPO
“It's basically been sideways to down, and if you factor in inflation, like, they've never been up since since IPO.”
Lessin: Snap inverted its historical cycle of post-earnings stock crashes
“Every single quarter, Snap magically does this thing where they have terrible earnings and, like, the stock tanks, and then slowly people start to think it might work again and it'll increase back up, and they have earnings in the tanks. And for the first time…”