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 13 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
Mehta: Ather's Bangalore store beats Apple's global revenue per square foot
“Indranagar on many months beats Apple global averages quite, quite comfortably. I think on a regular month, I think it also beats, but on a good month, festive months, I think it's like double that of Apple global average.”
Jindal: Signing giant enterprise customers early forces them to dictate product roadmaps
“Other challenge you could also happen is if you go bring a very large customer very early on, then that customer is going to force you product in a direction you may not want to go, right? I mean, if you bring in, I don't know, Apple as a customer, more than l…”
MacInnis: Squeezing the last bit out of teams defines top companies
“And I think like this concept of Always, always pushing or squeezing the last bit out of a product, a technology, an opportunity, or a team is a hallmark of the highest performing teams and companies.”
Garg: Anthropic, Google, and OpenAI lead the consumer AI battle
“Ah, but really when you think about the players today, I think the three contenders today are really Anthropic, Google, And OpenAI, and I think Microsoft and Meta are sort of fast followers, ah, and Apple is the dark horse.”
Mayya: The DOJ antitrust lawsuit will not meaningfully affect Apple
“But I don't think this will affect them. They have so much money, and the thing is, when you have that kind of extreme of money, You can buy out enough influence in a way to not really be affected by it.”
Chopra: Corporate mission statements always take a backseat to profit
“Missions of companies are good stories.
but they always take a backseat when it comes to companies being in the marketplace, because
Almost always the economic considerations takes the forefront.
So Google's don't be evil, Apple's think different, whatever mi…”
Keshavachar: Apple approached Intel to build the iPhone chip and was rejected
“Apple came to Intel to build the iPhone chip. And Intel said no.”
Toshniwal: Steve Jobs emailed him directly to praise his early iOS app
“We worked on this app called Intro to Letters, A, B, C, D, one, two, three, four, simple app, app number 55, and we launch it. And you know, get this email. I love what you're doing. Let me know how I can help best steam as jobs at apple.com.”
Toshniwal: Apple later hired YML as iOS experts for healthcare initiatives
“Actually Apple became a client too, you know, after a few years. So we were working with Apple on some, you know, healthcare initiatives and this was like working with their team, healthcare institutes, and we were the iOS expert.”
Sikri: US workers cost at least 10x more than Bangalore workers
“Your worker in Bangalore will be satisfied with X amount of money, which the worker in America will require five or 10 X. 10 X, at least.”
Khatri: Early Indian gadget market lacked mid-tier options before homegrown brands
“I got exposed to international market in the West, where I could see that there are a lot of products which are there in the market, which India never had. I mean, India, it was all just super expensive brands like Apple or Fitbit, or you call cheap Chinese kn…”
Atluri: Apple captures $700 per iPhone from IP while Foxconn makes $15-$25
“The bill of material is about, you know, four, eight to five dollars, 15 to 25 dollars are paid by Apple to Foxconn. That is the making component, whether it's in China or India. And the rest, 700, almost 700 dollars are taken by Apple because they own the IP.”