The Ledger
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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
Mehra: Portkey Has Signed Customers Like DoorDash and Epic Games
“They got some of the most discerning customers on the planet, right? So, people like DoorDash, Epic Games, Albertsons, Community Bank of History PG&E.”
Dash: IVP passed on DoorDash in 2017 over negative margins
“The reason we missed it was, and I take responsibility, when we looked at it, I think it was, ah, the summer of 20 17 or 18, At that time, they were launching in cities, and the economics were not great. There were negative gross margins. There were not too ma…”