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 16 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

Prediction Not checkable as stated
Stahl: HILOS operating profit margins will exceed Google and Amazon next year
“The, if you look at profit, we are, our operating profit by next year will be over. More profitable than Google or Amazon, because we don't fundamentally invest or hold the costs of the things that we fulfill for brands.”
Elias Stahl Mar 4, 2025 ▶ 13:38 #113 HILOS: Is This The Perfect Business?
Opinion
Kugel: Amazon has tried to enter tires and failed to figure it out
“And you have companies like Amazon trying to get into tires, and they have not really figured it out.”
Jared Kugel Mar 3, 2025 ▶ 6:34 #33 What Is a Startup Actually Worth?
Opinion
Srinivasan: Spot On Can Coexist With Uber Like Chewy Did Amazon
“If we think about it, Chewy.com is in the world of Amazon. They're doing amazing. Rover is in the world of Airbnb. So if those guys can do it, then yeah, Spot On has a space in Uber and Lyft's world as well.”
Aparna Srinivasan Mar 3, 2025 ▶ 22:01 #87 Uber for Pets
Opinion
Debbie Wei Mullen: Consumers demand an omnichannel retail experience
“You know, people want an omnichannel experience. They want to be able to buy it online. They want to be able to buy it at the corner store. They want to be able to buy it on Amazon.”
Debbie Wei Mullin Mar 3, 2025 ▶ 31:23 #54 Is Selling in Walmart a Good Thing?
Opinion
Lee: Anyone trying to compete with Amazon is foolish
“We're not trying to compete with them by any means. You know, personally, I think anyone who does is foolish”
Chelsea Lee Mar 3, 2025 ▶ 30:45 #41 Can This Startup Help Retailers Take on Amazon?
Opinion
Nadel: Amazon's delivery network threatens Shipsi's business
“They're building their own delivery network, which has significantly bad implications for Shipsy in my view.”
Phil Nadel Mar 3, 2025 ▶ 22:41 #41 Can This Startup Help Retailers Take on Amazon?
Prediction Held up
Manus: Amazon will compete in retail delivery within one to two years
“I'm thinking more like a year down the line. I'm thinking a year to do two years down the line. I, to be able to turn that on is nothing for them.”
Jillian Manus Mar 3, 2025 ▶ 25:53 #41 Can This Startup Help Retailers Take on Amazon?
Opinion
Lee: Amazon's delivery news does not impact Shipsi's business
“It actually doesn't, I don't believe it impacts our business.”
Chelsea Lee Mar 3, 2025 ▶ 30:26 #41 Can This Startup Help Retailers Take on Amazon?
Assertion Supported
Saxton: Amazon controls only about 20% of the market
“Amazon only controls about 20% of the market right now.”
Jen Saxton Mar 3, 2025 ▶ 17:07 #71 Raising Kids Is Hard. So Is Raising a Startup.
Disclosure
Hyatt: Amazon shipping announcement prevented his investment in Shipsi
“And then right afterwards Amazon kind of came out and said they're getting into the kind of shipping business and kind of making it shipping for all. And I think that muddied the waters a little for me. I just couldn't get comfortable enough that they were goi…”
Michael Hyatt Mar 3, 2025 ▶ 27:59 #41 Can This Startup Help Retailers Take on Amazon?
Prediction Not checkable as stated
Kennison: International Amazon expansion will double Robe Curls' US revenue
“500,000 dollars would be put towards Amazon international inventory, which we know for a fact that we would be basically doubling our Amazon current U.S. Revenue with a matter of 10 countries.”
Emily Kennison May 29, 2024 ▶ 7:23 $3M in Sales – But Can This Heatless Hair Care Innovation Win the Startup Funding Competition?
Assertion Not checkable as stated
Kennison: Robe Curls faced about 3,000 weekly Amazon copycat sellers
“For about six months of last year, we had about 3000 new sellers each week popping up with copycats, knockoffs, counterfeits of our product.”
Emily Kennison May 29, 2024 ▶ 8:52 $3M in Sales – But Can This Heatless Hair Care Innovation Win the Startup Funding Competition?
Assertion Not publicly verifiable
Salhi: Amazon, Audible, and Tidal bought Qleek's NFC products
“We got Amazon. Audible was buying our stuff. We got title to buy our stuff.”
Ismail Salhi Mar 4, 2025 ▶ 6:04 #108 Qleek Pt. III: A Postmortem and a Comeback
Disclosure
Saxton: Tot Squad retains roughly 50% on $80 Amazon installations
“Amazon gets 20% of that, so we pay them 16 dollars. We pay the car seat installer 25 dollars so that's 41 dollars out of the 80 are paid out, and then we keep roughly 50% just to do the customer service, et cetera.”
Jen Saxton Mar 3, 2025 ▶ 4:21 #71 Raising Kids Is Hard. So Is Raising a Startup.
Assertion Partly supported
Meng: Amazon releases production code every 11 seconds
“Amazon is releasing production code every 11 seconds.”
Dennis Meng Mar 3, 2025 ▶ 11:07 #66 Does Anyone Really Want Your Product?
Assertion Not checkable as stated
Smith: Amazon's Whole Foods Buy Sparked Inbound Acquisition Interest for Shipt
“Multiple retailers called us within the couple of weeks from that transaction, and they wanted to meet, and, you know, you could tell they were looking to acquire somebody.”
Bill Smith May 8, 2024 ▶ 24:46 Startup Funding Competition: Can This Founder Raising Venture Capital Secure a $550M Exit.
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