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 9 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
Kalanick Predicts Autonomous Food Delivery Will Cost $0.75 Per Drop
“When the food is coming out of our facilities, there's probably like a machine that holds food at temperature. That's like a box on wheels. I call them autonomous burritos and It brings it to your home, and it costs 75 cents instead of, like, the 12 dollars pe…”
Shah: AI agents will destroy DoorDash and Uber moats by price-shopping
“The real lock in, the real business value, The franchise value of an Uber or a DoorDash is the customer lock-in because the customer gets comfortable. They've got everything saved. They want to hit a couple buttons. They don't price shop. Agents are happy to p…”
Coogan: Text messaging is the universal user interface
“The bull case for what Arlen is working on is that iMessage is a more universal interface. Text is the universal interface.”
Hays: AI agents will prioritize delivery speed, preserving existing aggregator supply moats
“I would imagine the agent to route to the platform with the supply that is going to be able to deliver in the shortest possible time horizon, And imagining a world where there's like this, you know, vibe coded small team operating that just happens to aggregat…”
Coogan: DoorDash CEO filed SEC letter to rebut Citrini research report
“I saw that the DoorDash CEO put out a like an SEC letter to the investors. Did you see that? Like a full PDF filed with the SEC, like this is sort of guidance, but telling the investor base, like, here's what's not going to change, like basically disregard the…”
Hays: DoorDash board member Alfred Lin bought $100M in stock
“Alfred Lin comes in, ah, on the board of DoorDash, buys a hundred
Million.
DoorDash.”
Singer: Coco is the only robot delivery company partnering with Uber, DoorDash
“We're kind of the only company that's partnered with Uber, DoorDash, and a bunch of other partners that we're kind of announcing soon.”
Sequoia Netted Over $20B from Airbnb and DoorDash IPOs
“And he worked on Airbnb and DoorDash, which netted the firm over twenty billion dollars. Isn't that crazy when they went public in December of 2020?”
Coogan: Extreme wealth shifts problem-solving from consumer apps to personal staff
“There's also the shift from most people have like an app. And when you reach a level of wealth, you have a guy. Like instead of, and instead of DoorDash, you have a personal chef. Instead of Uber, you have a personal driver. Instead of United Airlines app, you…”