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 6 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
DoorDash Offered Canadian Restaurants 0% Commission to Undercut SkipTheDishes
“Once they started focusing on Canada, they would go and offer restaurants to have what we were doing for 25% commission. They would just do for free.”
Marietti: DoorDash Functions Primarily as a Logistics Layer Rather Than a Marketplace
“DoorDash is just more like a logistics layer, a very efficient one, a very valuable one.”
Carlson: ServiceUp Copied DoorDash's Playbook Entirely Before Iterating on Their Mistakes
“So we a hundred percent just stole everything DoorDash did in the early days, and then quickly also figured out all their mistakes and started to like iterate on those mistakes.”
Carlson: Middle 50th percentile repair shops are ideal marketplace supply
“We build an ideal shop profile, which for us was kind of like the middle 50th percent quartile. The top end either had enough demand, Or had enough, like maybe decent technology. The bottom end was still on pen and paper where they did like shoddy work. So we'…”
Adamson: Uber Eats maintained responsible economics unlike aggressive VC subsidizers
“They didn't drop the bottom out on the market. They didn't go around just offering everything for free to everyone. And then just kind of burning all their VC money on just food delivery. They actually had pretty responsible economics.”