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 12 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…”
Uber COO sees little ROI after CTO exhausted annual AI budget
“So the CTO almost, almost bragged about blowing through the AI budget in the first few months of the year. Then the COO over the weekend in a podcast said that I think that this led to a bunch of internal meetings and that he, this is Andrew McDonald, did not …”
Morin: Uber and Meta rank engineers by token usage leaderboards
“Uber and Meta are actually doing on leaderboards right now in their engineering departments.”
Jessica Lessin: How a wrong number sparked a feud with Bill Gurley
“We thought we had Bill Gurley's cell phone. It turned out we had his gatehouse phone. So upon calling it, our reporters in our newsroom were just calling it, and he thought we were hiding in the bushes.”
Lessin: Uber is a terrible business until it eliminates human drivers
“Uber's a shitty company until they get rid of all the drivers, and then it's actually kind of an interesting company.”
Lessin: Travis Kalanick and Uber normalized lawbreaking in Silicon Valley
“Like, whatever have turned into, like, it's explicitly okay to break the law. And I think, actually, the turning point for that is none of this stuff. It's Uber. Yeah, for sure. It was Travis who took it from, hey, like, we're playing games.”
Sam Lessin: The average Uber driver is worse than autonomous vehicles
“The average Uber driver is worse than the computer at driving”
Morin: Austin feels more innovative than SF due to autonomous vehicles
“They have Uber black colored ones, and they're driving all over Austin, along with many other species of self-driving cars, and it actually puts San Francisco to shame. Like, Austin feels more innovative than San Francisco.”
Sam Lessin: OnlyFans creators face AI displacement like Uber drivers to AVs
“OnlyFans to AI corny stuff is very similar to like Uber drivers to self-driving cars.”
Lessin: Native mobile startups capped out at around $100B, led by Uber
“Then you have the mobile era companies, which are really the max is like a hundred billion dollars, right? Like Uber is the biggest, right? Of like that native wave there.”