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.

2statements match

2resolved → 0open claims → 1supported → 0contradicted →

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

Assertion Partly supported

Rajagopal: Costco operates at 11-12% gross margin versus Walmart's 21-22%

“So retail, Walmart, and everybody will be charging 21, 22% gross margin. Costco operates at 11, 12% gross margin.”

Ayyappan Rajagopal Mar 12, 2026 ▶ 3:50 The $600B Grocery Market Is Obsessed With Speed — FirstClub Is Betting on Quality | Ayyappan

Assertion Supported

Rajagopal: Walmart serves $50k-$60k incomes while Costco targets $80k-$90k

“In US, the median sort of income is around, say, 50, 60 K US dollars. That's what Walmart is catering to. Costco is catering to 80,000 to 90,000 sort of USD per capita income.”

Ayyappan Rajagopal Mar 12, 2026 ▶ 2:35 The $600B Grocery Market Is Obsessed With Speed — FirstClub Is Betting on Quality | Ayyappan

Turn any episode into a week of clips.

This entire site, over 300 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

The Ledger

Turn any episode into a week of clips.