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 21 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
Amazon ruthlessly cloned Square's card reader and undercut its price
“Amazon came after us in a way that was terrifying. They copied our product, they undercut our price, and they added the Amazon brand name to that, along with some customer support that we at the time didn't have.”
Lewis: 30% of prospective smart speaker buyers abstain over privacy
“The 30% of the people who are interested in buying a smart speaker have not done so because of privacy concerns.”
MedStack differentiates from hyperscalers with enforced, mandatory security defaults
“This is what really differentiates us from, like, an Amazon or an Azure is, you know, for MedStack, firewalls are on by default, and our customers can't turn them off. We encrypt all incoming communications. By default, you can't turn it off. We back up everyt…”
Amazon conceded to Square by mailing Square readers to Amazon customers
“What they did was they said, the best thing for our customers is to make them Square customers. So they mailed all their soon to be former customers, one of our Square readers, and said, look, if you like what Amazon is doing, you'll be happy with Square. So t…”
Only 4% of Six Million Amazon Resellers Exceed $100k Annual Revenue
“And there are last count that I've heard six million odd Amazon resellers, but only four percent of those Amazon resellers, Nathan ever exceed a 100,000 dollars a year in revenue.”
Booth: Over 60% of AI Investment Comes from Tech Monopolies
“I think it's over 60% of the dollars invested in AI are coming from the monopoly companies.”
Budman: Backblaze Storage Costs One-Quarter of AWS and Google
“And so we actually introduced a, an offering where you can use storage for anything, similar to an Amazon or Google or a Microsoft offering, but one quarter of their price point.”
Ghosh: Amazon Go relies on Bluetooth for proximity and Wi-Fi for range
“I hear from guys there that they're using Bluetooth as well as Wi-Fi. Bluetooth for near-field communications or, you know, communications that need much more granularity and Wi-Fi for a little far away communication.”
Dangelmaier: Amazon lacks patents on one-click checkout with major credit cards
“Well, how we're different is the Prime and the one click, they have patents on that, but they don't have the patent on how to one click checkout with things like Visa, MasterCard, or using American Express.”
Amazon ranks pre-orders in real time, diluting launch day impact
“Amazon will count them in real time, so it doesn't, if you take them over three to four weeks, that will not impact the sales ranking that much.”
Fanus: JobPaths Powers NYC Veteran Hiring, Partners With Uber and Apple
“So some of our biggest clients, we power the city of New York's initiative to help veterans connect with jobs, both on the global process with civilian positions, but also within the city for some civil service positions within the city. So really working with…”
Reddy's previous startup MyWash processed one million garments daily before acquisition
“We've raised about a million and a half even at that point of time. And we were one of the largest or the largest laundry business in India. At that point of time, we were crossing close to a million garments a day. And we got acquired by an Amazon funded star…”
Sakil: NFL runs thousands of AWS nodes for months to generate schedules
“Like the NFL, they are running several thousand notes on Amazon for a few months just to get the best NFL schedule in the US.”
Booth: Amazon successfully used debt via a negative working capital model
“Amazon borrowed a bunch of money to create real value in their business. And that, and the future cash flows, it was a negative working capital model and the future future cash flows and the growth of creating that platform would easily pay, pay that back.”
iCIMS has secured enterprise customers like Microsoft, Amazon, and Intuit
“We've been signing some very large companies, you know, the Microsofts, the Amazons, the Intuits, et cetera.”
Keil: QASymphony secured early enterprise wins including Nordstrom, Barclays, and Amazon
“We started to get some early wins with companies like Nordstrom and companies like Barclays and companies in the e-commerce space like Amazon.”
Montgomery: Amazon spent $150M and four years developing Alexa
“If you look at what Amazon built, they spent nearly four years, made three acquisitions, and spent a hundred and fifty million dollars
Before their Super Bowl ad in 2016”
Jeff Bezos ran day-long 'colonoscopy' meetings on every Amazon operational detail
“His Monday morning or a Tuesday morning meetings that will last all day are colonoscopies on the entire business. He will go in and just be all up everybody's things and just understand his business to the very minute level.”