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

Insight
Rydhan: Twitch won because 10-hour gaming sessions solved audience timing
“Okay, so we know we don't, because people come on for an hour, they do a show, the epic content is not on long enough for people to show up and intersect with it. How come Twitch wins? And then it turned out that, oh, people play games for eight to 10 hours.”
Furqan Rydhan Nov 26, 2024 ▶ 1:09:49 $100B Founder Breaks Down The Biggest AI Business Opportunities For 2025
What-if
Puri: Not pivoting Blab to B2B video cost hundreds of millions
“And instead of looking at those clues and being like, huh, maybe we could do that. We missed that project selection choice. I remember that day. Cause that was a, probably a multi hundred million dollar fork in the road moment, you know, maybe you still had to…”
Shaan Puri Nov 26, 2024 ▶ 1:09:10 $100B Founder Breaks Down The Biggest AI Business Opportunities For 2025
Disclosure
Puri: Live streaming app Blab scaled to 4 million users before failing
“We built an app like that. It got to four million users, but it didn't become the next big thing.”
Shaan Puri Nov 26, 2024 ▶ 1:07:55 $100B Founder Breaks Down The Biggest AI Business Opportunities For 2025
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