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 10 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
Bhatia: Web3 is just a faster, better version of Web2
“You know, web three point O is just, I think a faster, better version of web two point O, you know, it's like five G connectivity”
Bhatia: The pandemic left 200 to 300 million unemployed in India
“You know, if you look at what the pandemic did, it was, it rendered a billion people unemployed. And I think given India's size, the largest percentage of the unemployed people happen to be in India. Probably like two to three hundred million.”
Bhatia: Tesla reached a $1T valuation by having more data than competitors
“Tesla has shown that it's, you know, grown to be a trillion dollars in, in market cap because it has more data than anybody else.”
Bhatia: Startups often succeed with identical ideas once infrastructure matures
“I've seen so many companies that were kind of ahead of their time. And five years later, or 10 years later, you know not those companies, but other companies that were doing exactly the same thing, just because bandwidth became more available you know, just bl…”
Bhatia: Hotmail captured 10M subscribers when internet had only 30-40M users
“We had caught about ten million subscribers when the total size of the internet population was about maybe 30 or forty million and everything was just growing.”
Bhatia: Modern acquisition values range from $40 to $200 per subscriber
“Today, of course, everything is much better established because you have a baseline for acquisition where you know that there is a certain value per subscriber, whether that is 40 dollars or a hundred dollars or 200 dollars depends on how much data you have on…”
Bhatia: I doubted Flipkart and Amazon's Indian growth over last-mile trust
“I would not have predicted the growth of Flipkart and Amazon in India because like every other naysayer you know, I also felt that the last mile delivery problem was a very difficult one in India where, you know, you could not trust people with packages and, y…”
Bhatia: Hotmail had two years of runway during Microsoft acquisition talks
“We were very fortunate that our investors you know, gave us you know, More funding so that we could last another two years, you know, without having to worry about running out of capital, if you will.”
Bhatia: Jeff Bezos deliberately kept Amazon unprofitable for 17 years
“For 17 years, he kept you know Amazon unprofitable, but had a vision that lets, the harder the problem, the better off we are.”
Bhatia: My biggest mistake was being too trusting when picking teammates
“For me, the mistakes were I, you know, I didn't find the right people to work with. That was my number one mistake. I'm too trusting. I think everybody has the same reason for being with you. That anybody else you know, that you have that is to improve the, yo…”