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 21 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
Amazon threatened to boycott Columbia unless they suspended Roy Lee
“An Amazon executive sees this. They send a letter to Columbia saying, essentially, you need to expel this kid, or we're never going to hire you from your school anymore, and it's, like, a very thinly veiled threat. Columbia sees the letter. They loop me into a…”
Roy Lee: I recorded myself using Interview Coder during an Amazon interview
“I record myself using it on Amazon.”
Carlson: Amazon Will Bankrupt ServiceUp or Make It a Multi-Billion Dollar Company
“Amazon thinks we're there, so I'll go with that. We're pretty deep in the weeds of Amazon. I would say they're either going to turn us into a multi, multi, multi-billion dollar platform, or they're going to bankrupt us.”
Ahmed: E-commerce brand value lies in operators, not physical inventory
“The acquirer was looking at sort of, you know, the inventory and the store as the asset, and sometimes the owner as the liability, when it's actually completely flipped. This same owner, you know, after selling their sort of water bottle brand, would go out an…”
Nicolaescu: Founders who are not often right probably should not be founders
“Good leaders often are right. I think there's something very, very, very meaningful there. Like you have to be right. And if you're not, then you probably shouldn't be a founder.”
Hastings: Offshore bookkeeping firms do not understand modern SaaS expenses
“The main firms that do this are offshoring and by no fault of the bookkeepers, they just don't know the latest SaaS trends, the latest tools. They don't know the difference between AWS and buying some office furniture off of Amazon.”
Abbott: Amazon sales increased every single time delivery speeds were accelerated
“I mean, because I saw that power in Amazon and Amazon, every time we dial the speed down, our sales went up. There was never a time when we dialed our speeds down to say like, oh, could we do three day versus two and a half day versus two days versus one day. …”
Mercado Libre's Local Market Share Likely Exceeds Amazon's US Market Share
“The market share that Mercolibre has probably is larger than the market share of Amazon in the US.”
Khazzam: Longtime big-company top performers rarely fit early-stage startups
“Most people who are eight players at really big companies and have been there for a long time are probably not a fit.”
Zima: Major Tech Platforms Do Not Care About Early-Stage Startups
“There are gigantic tech partners like Snowflake and Databricks and Google and Amazon. They don't care about you when you're two people or 10 people or whatever.”
Abbott: Matching Amazon Prime requires pooling inventory across thousands of merchants
“The only way is you have to pool thousands of merchants of inventory To then be able to forward deploy it and distribute it and offer every single one of them a service comparable to what Amazon offers, right?”
Public cloud's success relied as much on commerce as open source
“And that actually was one of the big things, like, you know, in consumption, you've got to really respect commerce and the way you meter and bill and invoice every month and all this stuff was, I think public cloud was as much about commerce as it was about op…”
Kazah: eBay stalled from innovator's dilemma while Amazon kept innovating
“Then probably they faced the typical innovator's dilemma, and because of the initial success that they had, They didn't kind of innovate in the business and Amazon did innovate a lot and ended up creating a much larger company.”
eBay Was Once the Only Profitable Internet Company Over Amazon and Yahoo
“Because in a period of time, it was the only profitable internet company, even more profitable than the Amazons and the Yahoo's of the world.”
Dearsley: Google and Amazon will build enterprise voice agent platforms
“And I'm sure Apple and Google, or sorry, Google and Amazon are gonna work on some very large enterprise facing versions of what we have.”
Chopra: Hardware group buying fails because single returns destroy thin margins
“Amazon is gonna kill us any day because you know, this, you know you know, you make 200 printers, you sell, and you, one comes back, there's no margin. So it's, it was unfortunately learned through a lot of pain that this model is not gonna work as a collectiv…”
Brauer: Premium-priced features demand perfect craft over speed to market
“I would think about like, are we an apple? Like, are we apple? Are we a premium? Product that generates a premium price point. And that means we can't ever launch anything half ass. It has to be perfect. It has to be high end. And it's just going to take the t…”
Amazon's advertising profits now match its AWS profits
“And now I just saw that the, like, if you look at just the profits from the advertisement business is now matching the profits of AWS.”
Mercado Libre Avoided Amazon's E-Commerce Model Due to Heavy Capex Constraints
“The second one was Amazon, but at the time it required significant capital because you needed inventory and warehouses and all that. So in Latin America, given what we were just discussing about the ups and downs in the market, it was hard to assume that you c…”
Ahmed: Carbon 6 went out to raise acquisition capital, not sell
“Really what we were going out to market for was to raise more money for acquisitions because we felt we were ready to do under the set of acquisitions. And while there were sort of a couple of big niches that we wanted to potentially go after we wanted to go o…”