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
Arvatz: First-time founders with market pull shouldn't settle for quick exits
“Don't think I need to, you know, do the exit and cash out and my next one will be a lot better because you might, you know, hit huge pain, huge market. You need to go full force. There are amazing companies that were built by first time founders. I don't need …”
Goldsmid: Apple Vision Pro Fell Short Without a Killer App
“And I think what you saw kind of fell short on that Apple Vision Pro is that they didn't have the killer app, right?”
Apple iOS and AWS both succeeded by converging disparate tools
“IOS removed a lot of gadgets, and AWS removed a lot of gadgets. They just left shifted all that and said, look, you don't have to worry about going to 10 different vendors to spin up an app.”
Goldsmid: Apple's SMS 2FA autofill drove a 22% conversion increase at Twilio
“Remember when Apple, that two FA, the two, the SMS that
For two of a, when that little sheet came up and said, just add this.
22% increase in conversion.”
Launching an iOS app Canada-only is the perfect App Store beta test
“You can go through all of Apple's various, you know, beta schemes, or you just launch Canada only, and no one's going to take notice of it anyway unless you tell them. So we have this great beta testable country here.”
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…”
ID.me's enterprise customers include Apple, BMW, Ford, and General Motors
“Today, our customers are Apple and BMW and Fanatics and Ford and GM and Cedar Fair and everything else and Under Armour.”
Carlson: ServiceUp services Apple's corporate fleet and employee vehicles
“We still work with Apple, both from Apple's actual fleet that the company owns to they've asked us to continually do their consumer cars.”
Lightspeed collaborated with Apple in its early days on mobile POS devices
“In the early days, we actually worked with Apple to bring all the handheld units that they had to do mobile POS. We had actually had that for non Apple retailers, right?”
Rangan: Apple's Concept Would Have Failed Under Google's Founders
“Or if you gave the idea of, you know, Apple to Sergey Brin, And Larry Page, I don't think that would have worked. The Apple required someone like Steve Jobs that was a true visionary product leader who knew what the customer needed even before the customer kne…”