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 2 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

Prediction Not checkable as stated
Puri: Legacy security giants cannot build AI services and must acquire startups
“ADT and these guys, what are the other security companies, the big ones? I've looked into this before, but they're all multi-billion dollar sort of sleeping giant incumbent types that, for them to do something like this, they either have to buy you or they hav…”
Shaan Puri Mar 12, 2021 ▶ 1:21:25 MFM #160: How to Build a Paid Community Making $20M a Year
Assertion Supported
Selinger: ADT holds $10B in debt with a $15B-$16B enterprise value
“They have a six billion dollar market cap because they have ten billion dollars in debt. So they actually have an enterprise value of fifteen billion dollars, sixteen billion dollars.”
Dave Selinger Mar 12, 2021 ▶ 1:21:52 MFM #160: How to Build a Paid Community Making $20M a Year
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