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 4 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

What-if
Masayoshi Son would not have invested in Alibaba using traditional advisors
“If he started making all these investment decisions based on advice, like people like me, I don't think he would have done the Alibaba deal”
Alok Sama Nov 29, 2024 ▶ 29:39 Former SOFTBANK CFO: My Honest Experience Working With Masayoshi Son | Alok Sama | The Neon Show
Assertion Supported
Geopolitical tensions between India and China blocked Alibaba from funding BigBasket further
“So we had the first strategic that came in two years before in the form of Alibaba. Unfortunately, because of the, all the issues that were there with China and stuff like that, they couldn't make further investments.”
Hari Menon Jun 21, 2022 ▶ 25:32 How He Built India’s Largest Online Grocery Store? Ft. Hari Menon, Ceo & Co-Founder, BigBasket
Opinion
PhonePe and Google Pay are kicking Paytm's ass with superior products
“I think PhonePay is a phenomenal product. I think GooglePay is an even better product and both of which are kicking their asses, right?”
Mohit Gulati Mar 29, 2020 ▶ 27:14 Mohit Gulati, ITI Fund on why Hyper-investment is not a sure shot success for startups?
Assertion Not checkable as stated
Siddhartha: China investors made 10x returns over the past 20 years
“So for the last 20 years, people who invested in China made like 10 X of their money. Because all this ecosystem of Alibaba by dance electric vehicles, manufacturing was getting created in China.”
Siddhartha (Siddharth) Aug 16, 2024 ▶ 18:48 $10 Trillion Goal, Reverse Brain Drain & IPO Market I Nansi & Siddhartha On India’s Bright Future
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