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.

clear all ✕

why aren't all 7 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

Opinion
Abbasi: PayPal was a 'pretty crappy business' until eBay acquired it
“Cause you know, if you look at the history of PayPal, you know, they were pretty crappy business for a very, very long time until eBay bought them.”
Hamed Abbasi Aug 14, 2023 ▶ 23:53 Hamed Abbasi, Founder of Plooto | How to Pivot to Product Market Fit · PMF Show
Insight
Cybersecurity marketplaces face negative feedback loops because customers hate discovering vulnerabilities
“Network effects, like your supply-to-man ratios, like all of these different things, there is an element of land grab. That's just inherent to building a marketplace company. But I always saw that as being fairly fragile as the only thing to rely on because ul…”
Casey Ellis Oct 13, 2025 ▶ 27:28 He tested his pitch on Uber drivers—then built a cybersecurity platform to $180M raised. | Casey ... · PMF Show
Opinion
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.”
Hernan Kazah Jun 23, 2025 ▶ 8:06 How $100B Mercado Libre got started—& why it almost went bankrupt after 9 months. | Hernan Kazah,... · PMF Show
Assertion Supported
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.”
Hernan Kazah Jun 23, 2025 ▶ 7:46 How $100B Mercado Libre got started—& why it almost went bankrupt after 9 months. | Hernan Kazah,... · PMF Show
Disclosure
Mercado Libre Chose eBay's Asset-Light Model for Latin America's Trading Culture
“And the third one was eBay. That was at the time a very light model in terms of just connecting with a software platform, buyers and sellers, and somehow we realized that the trading thing was something quite natural for Latin Americans, and that that would wo…”
Hernan Kazah Jun 23, 2025 ▶ 6:29 How $100B Mercado Libre got started—& why it almost went bankrupt after 9 months. | Hernan Kazah,... · PMF Show
Opinion
Srugo: Early Yahoo and eBay stores lacked vision to be e-commerce platforms
“Yahoo stores first and foremost is like a search engine. EBay first and foremost is an auctions marketplace. They were both doing stores, but neither of them had the vision to become platform for commerce.”
Pablo Srugo Mar 8, 2024 ▶ 6:53 How Shopify Found Product Market Fit w/ Aydin Senkut (Managing Partner at Felicis & Series A Inve... · PMF Show
Assertion Supported
Google, PayPal, and eBay pioneered bug bounty programs around 2012
“The other thing that was going on at the time was that, you know, I think it was Google PayPal and eBay. We're all talking about their vulnerability reward programs, which was what we called a bug bounty program back in like, 2012, right?”
Casey Ellis Oct 13, 2025 ▶ 8:51 He tested his pitch on Uber drivers—then built a cybersecurity platform to $180M raised. | Casey ... · PMF Show
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