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 14 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
Cohen: Advertisers Conspired Against Twitter Due to Politics, Not Cuts
“What really happened at Twitter was that the advertisers, you know, I don't know what the situation is now, but they pretty much conspired against him, and, you know, it had nothing to do, my understanding is it really had nothing to do with the cost cuts, mor…”
GameStop CEO Ryan Cohen calls the Meta Quest a joke
“When I think about the MetaQuest, I mean, it's a joke.”
Cohen: eBay has 130M users but gets crushed in live commerce
“EBay has a hundred and thirty million users and they're getting crushed by competitors in live commerce.”
Cohen: eBay has more runway than Chewy and is 'Chewy on steroids'
“EBay is like Chewy on steroids. And so there's so much more runway, and it's global.”
Cohen: eBay is worth far more than $125/share under his leadership
“When I think about what eBay could be worth, if I'm running this business, I believe it's a heck of a lot more than a 125 dollars a share.”
Cohen: Large tech competitors cannot acquire eBay due to antitrust
“The strategics can't really do it because I don't think that they would be able to clear antitrust. So any of the large competitors wouldn't be able to acquire it.”
Cohen: Twitter's Smaller Engineering Teams Are Innovating Faster
“And so like you look at the usability of the platform and the teams, the engineering teams are much smaller and they're innovating a lot faster.”
Cohen: eBay Sells Digital Goods but Handles Delivery and Fraud Poorly
“In terms of the digital marketplace, and they are already doing it to a certain extent. I mean, like, all kinds of Roblox digital items are bought and sold, but and I've actually bought them for my kids, and there's so much fraud on the platform. Like, we're b…”
Ryan Cohen: GameStop's Legacy Board and Management Had Perverse Incentives
“A board of directors that had perverse incentives, a management team that had perverse incentives.”
Ryan Cohen: Mainstream media should focus on business results over commentary
“The mainstream media thinks they know I'm running the business and they seem to have greater visibility into the business than I do. So everyone has an opinion as opposed to actually just focusing on the results. And in general, the news should just focus on t…”
Cohen: GameStop favors biannual over quarterly reporting if it cuts costs
“I like reducing costs, so if it costs us less money than to report biannually, then by all means.”
Ryan Cohen: AI industry figures have perverse incentives to over-promote AI
“Everyone has perverse incentives, so someone who's in the AI industry is going to tell us how AI is the best thing since sliced bread”