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.

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why aren't all 37 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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
Koppelman: Decentralized platforms will replace Uber, Airbnb, and eBay
“We assume that every platform that exists today, Uber, Airbnb, eBay, Will be replaced eventually by decentralized platforms and gnosis is a platform decentralized platform for prediction markets”
Martin Koppelman Aug 31, 2017 ▶ 3:04 768: In Mature Crypto Market, Who Gets Rich?
Insight
Jackson: Marketplace Value Lies in Network Liquidity, Not Easily Replicated Code
“Like, the value of a network Is it's people? Where are the drivers? Where are the riders, right? That's the, if we were to steal Uber's database, that's the value. Uber app, we can knock that off in a weekend.”
Adam Jackson Aug 24, 2020 ▶ 30:06 BrainTrust is Fiverr Owned by The Talent via Crypto Token
Assertion Partly supported
Jackson: One-Third of Uber Drivers Live at or Below Poverty Line
“Meanwhile, a third of all Uber drivers live at or below the poverty line.”
Adam Jackson Aug 24, 2020 ▶ 29:05 BrainTrust is Fiverr Owned by The Talent via Crypto Token
Assertion Partly supported
Harry Campbell: Rideshare drivers earn roughly 50% less than at launch
“Drivers are making probably 50% less than they were when they first started.”
Harry Campbell Feb 1, 2016 ▶ 7:34 Is This Uber's Next Acquisition?
Insight
Amit RG: Product automation should resolve 95% of enterprise support tickets
“They need to do what Uber has done. They need to do what Amazon has done. They need to get to a stage where the product handles. 95% of the issues and only five percent come to them. When the issue is only five percent, then these people will not be somewhere …”
Amit RG Feb 15, 2023 ▶ 14:22 How he hit $2m ARR in 24 months for Ecommerce Support SaaaS, Raised at $20m valuation
Insight
Trucking platforms face lower supply acquisition costs than Uber and Lyft
“They said, let's take people that don't do this as their full-time job and get them to come become drivers and build up a new supply of drivers. So if you're trying to get someone to leave their old job or whatever they were doing to make money before and star…”
Dan Lewis Sep 27, 2018 ▶ 11:39 1160 Convoy, The Uber for Trucking, Charges Avg $4/mile on 100 mile trip, Takes Less Than 20% Per Unit Shipped
Insight
Decentralizing Platforms Like Uber and Airbnb Is Exceptionally Difficult, Salovaara Argues
“Uber is actually a pretty damn good company. When you think of, it's easy to poke holes on a Facebook and Uber and Airbnb how there's some falls on them, but when you really try to solve their problem, it's super hard.”
Ransu Salovaara Oct 2, 2017 ▶ 22:01 800: Crypto: He's Advisor Behind Worlds Top ICO's
Insight
Koppelman: Decentralized platforms prevent monopolies from arbitrarily increasing fees
“With a decentralized platform. You can structure it in a way that you restrict yourself. So you create this platform and you put in a fee. So you put in a, whatever some fee, but you don't have the control over changing that fee. So if you then later you are t…”
Martin Koppelman Aug 31, 2017 ▶ 19:57 768: In Mature Crypto Market, Who Gets Rich?
Insight
Startups must build IP portfolios once they reach billion-dollar valuations
“Regardless whether you're a Snapchat or let's say that you're Uber, you need to file patents because in the end of the day, as long as you're small, nobody will care if you do whatever they do. But once you start to become the huge billion valuated company, yo…”
Demetrius Giannoccaro Jun 20, 2017 ▶ 5:41 696: The Debate: Are Patents "Entrepreneurial" Or Unfair?
Assertion Not checkable as stated
Barrett: Uber, Atlassian, and most Silicon Valley unicorns use Expensify
“And that raises everything from like Uber, Yahoo Atlassian, a bunch of public companies like Evernotes, most of Silicon Valley, most of the unicorns or former unicorns all use Expensify.”
David Barrett May 10, 2017 ▶ 10:33 655: Expensify 450k Customers Paying $9/mo for Expense Reports that Don't Suck with CEO David Barrett
Opinion
Uber Maintains Operational Discipline Despite Unlimited Capital Access
“How he has so much discipline practices in a company that you would think can raise any amount of money they can, which they can, and their discipline would be, you know, subpar because they have all of that access, and I would, from listening to him, I would …”
Devin Wijesinghe Feb 7, 2017 ▶ 15:53 EP 563: InsightPool Near $300k MRR Helping 100 Big Brands Find Influencers with CEO Devon Wijesinghe
Opinion
Pure business model companies like Uber lack defensible long-term sustainability
“There are other companies that are pure business model companies. I don't think they have the sustainability and the worry you have there is ankle biters coming up through the ground. Think of, you know, Uber and Lyft as an example, great company, In Uber, but…”
Ben Nye Nov 3, 2016 ▶ 15:46 EP 467: $60M Raised To Help CIO's Manage Their Cloud with CEO Ben Nye
Prediction Not checkable as stated
Latka: Autonomous fleets will shift car ownership to corporate balance sheets
“I believe that very soon, you know, the assets of a car is going to live on the balance sheet of a company versus an individual because companies are going to have automated vehicles are going to have Fleets like Google, Apple, and Uber, and people aren't goin…”
Nathan Latka Jul 8, 2016 ▶ 7:29 EP 349: He's Really Smart So Why'd He Quit for Startup?
Insight
Sudshare is demand-constrained, unlike supply-constrained Uber and Airbnb
“Unlike most marketplaces are supply constrained. So Uber needs more drivers, Airbnb needs more hosts, et cetera. We're more demand constrained than supply constrained.”
Mort Fertel May 29, 2022 ▶ 8:25 15 year old launches unique app, breaks $1m revenue, raises $10m
Insight
Trucking supply is static and cannot flex like the gig economy
“Supply is kind of fixed, right? This is not a gig economy the way we see with like Uber and Lyft in rideshare or DoorDash or Instacart. Those are gig economies whereby in theory, supply can flex with demand. In our space, you're a commercial truck driver drivi…”
Oren Zaslansky Jan 1, 2021 ▶ 10:48 FlockFreight Grows 400% YoY, 500k Pallets Shipped, Still Shy of $1b Valuation
Disclosure
Spiffy employs service technicians directly, rejecting Uber's 1099 marketplace model
“Unlike Uber where it's a 10 99 marketplace our, we decided early on to take a page from Amazon's playbook. And these are our employees.”
Scott Wingo Nov 11, 2020 ▶ 4:17 GetSpiffy Hits $20m Run Rate Cleaning 30,000 Cars Per Month, Oil Changes and More Next!
Assertion Not checkable as stated
Kim: Sendbird Powers Top Global On-Demand Platforms Except Uber
“We haven't yet won the Uber account, but we pretty much work with Uber like companies all across the world. We practically work with the number one companies in almost all countries except Uber.”
John Kim May 10, 2020 ▶ 4:36 1751 SendBird Messaging SDK Sitting on $100m Cash, $20m in ARR
Assertion Not checkable as stated
Zoom serves over 850,000 unique business domains including Uber and Tesla
“We have a little bit over 800 or 50,000 unique business domains, you know, like Uber, like a Tesla, you know, like a Zendesk, Okta, you know.”
Eric Yuan May 4, 2018 ▶ 7:59 1014 Zoom CEO on Killing His Old WebEx Baby With $150m+ in ARR
Assertion Contradicted
TabWords installs tablets in Indian Uber cabs broadcasting Netflix and ads.
“What we do in TabWords is we put tablets behind headrests of Uber cabs across across India for now, and we broadcast ads, and we broadcast content in these tablets from Netflix.”
Sahil Arora Mar 29, 2017 ▶ 1:48 EP 613: 16 Year Old Doing $70k MRR Helping You Put Your Ads Inside of Taxis' in India with CEO Sahil Arora
Insight
Brusnicki: Vacation rentals require precise matching, unlike commoditized rideshare inventory
“Uber is selling, is helping connect people to commoditize products. So you don't care which car you go into, but we have people that are hell bent on finding a heated, A saltwater pool that's facing a certain direction for the home they're going to rent. So ev…”
Chris Brusnicki Nov 11, 2016 ▶ 9:42 EP 475: VayStays Helps 150,000+ Quickly Plan Vacations, $5M In TTM Transaction Volume with CEO Chris Brusznicki
Insight
Doody: Broad advertising fails for moving because only 1% moves simultaneously
“If we were to buy billboards and things of that nature, you know, at any one time, you're only, You know, speaking to one percent of the population, because it's not like Uber or Postmates where everybody can use you at any one time, right?”
Cam Doody Sep 16, 2016 ▶ 13:56 EP 419: 30 yo does $6m 2015, taking over $5b+ Moving Industry with Cam Doody of Bellhops.com
Opinion
Valkin: Accel underestimated Uber's execution and the ride-hailing market's size
“When I look back, I don't think we ever expected the market to be that big, but I don't think we expected the competitors to be that good.”
Adam Valkin Jun 18, 2016 ▶ 14:39 Where This VC Helps Put $3.7B Worth of Capital And Five $100M+ Companies He Loves, EP 299: Adam Valkin
Assertion Partly supported
Campbell: Uber continually lowered, never raised passenger fares before 2016
“Anyone who's used Uber in the past two to three years, there's never been a price raise. It's always the price is just continually going down.”
Harry Campbell Feb 1, 2016 ▶ 8:01 Is This Uber's Next Acquisition?
Insight
Campbell: Gig Platforms Face Major Driver Supply and Retention Problems
“So companies like Uber, Lyft, DoorDash, Postmates, they all have huge problems with retention, retaining drivers, and just on the supply side in general, since they're growing so quickly and they pay out pretty big, Bonuses.”
Harry Campbell Feb 1, 2016 ▶ 5:11 Is This Uber's Next Acquisition?
Prediction Open · timeframe Feb 2021
Campbell: Uber will never acquire his blog, The Rideshare Guy
“I don't think that they would ever acquire me.”
Harry Campbell Feb 1, 2016 ▶ 5:49 Is This Uber's Next Acquisition?
Assertion Supported
Campbell: Mid-sized market rideshare drivers gross $15 to $20 hourly
“I'd say you're probably making about 15 to 20 bucks an hour.”
Harry Campbell Feb 1, 2016 ▶ 9:15 Is This Uber's Next Acquisition?
Assertion Supported
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…”
Jack Fanus Dec 19, 2022 ▶ 1:53 How JobPaths Hit $1.2m in Revenue Helping Ex-Vets Get resources and jobs
Assertion Supported
Singh: Vid Camera Auto-Generates Three-Second Video Memories From Consumer Metadata
“So we basically pull in that simple text metadata and auto generate three second video memories from that data and put it all into a calendar user interface.”
Jagat Singh Dec 8, 2020 ▶ 2:07 Vid.Camera Sells $20m in Tokens, Converting 100% to Fiat for New Facebook Where Creators Own Upside
Disclosure
Tran: Saved 10 years of living expenses while at Uber
“When I was working at Uber, my intention was to build up roughly 10 years of living expenses so I can just hit the ground running for 10 years. So even if I failed constantly for 10 years straight, I can at least pay for my cost of living in a relatively, like…”
David Tran Sep 20, 2020 ▶ 13:02 XFusion Hits $20k/mo Helping You Scale Your Support Team
Assertion Partly supported
Meek: CodeLingo landed pull requests at Google, Uber, and Sky UK
“In the past month we've had so our bots automatically finds and fixes code. We've had pull requests landed by companies like Google, Uber, Sky UK all in the past few weeks.”
Jesse Meek Apr 26, 2020 ▶ 9:16 1737 He Wants Enterprise Customer to Churn to Tackle Massive Technical Debt Issue
Opinion
Meg Whitman evaluated Uber's political landscape and passed on CEO role
“I think there were conversations to bring Meg on, and I think Meg was smart enough to understand the political landscape and think maybe that was in the right spot for her.”
Carla Friede Nov 23, 2017 ▶ 18:03 852: FinTech: Businesses Process $10b+ In Supplier Payments Through NvoicePay
Assertion Supported
Glueck: Foursquare Powers Location Data for Uber, Apple Maps, and Snapchat
“Mapping understanding of a 160 plus countries has, you know, winds up in being used in a lot of your favorite apps, Like Uber, and Apple Maps, and Snapchat, and Twitter, and Pinterest, and Samsung phones”
Jeff Glueck Sep 11, 2017 ▶ 4:38 779: Foursquare CEO on Transition From Consumer Social Network to B2B Enterprise Data Company
Assertion Partly supported
The Muse tested its first job listing with a 50-employee Uber
“And we launched our first job listing about a month later. It was a test. We did it with a little known Silicon Valley startup called Uber that had about 50 employees at the time, and, ah, we decided to see if we could get them some hires from our platform.”
Catherine Minshew Jun 26, 2017 ▶ 15:10 702: With $5k Left in Her Bank TheMuse Was Launched, 50m Visit Annually and 600 Companies Pay
Assertion Not checkable as stated
Two early Muse candidates rejected job offers from a 50-employee Uber
“Unfortunately Uber made two offers from the Muse, and both people turned down those jobs, so we didn't get the success money, but the caliber of people who came through was so high that we felt like we had proved We were onto something.”
Catherine Minshew Jun 26, 2017 ▶ 15:45 702: With $5k Left in Her Bank TheMuse Was Launched, 50m Visit Annually and 600 Companies Pay
Disclosure
Howell: Uber Signed a Recent Direct Advertising Deal with Hornet
“There's probably 5000, but Uber is a recent direct deal.”
Sean Howell Oct 7, 2016 ▶ 6:17 EP 440: $700k MRR, 100,000 Pay $7/mo For Gay Dating App Hornet, Will Beat Grindr?
Assertion Supported
Uber and Deliveroo used Aircall for customer support in 2016
“So we use by, let's say, Uber, Deliveroo, I mean, all the on-demand economy, a lot of tech companies to just start doing business, calling customers, getting calls from customers, and just making sure all calls are attended wherever the team is based.”
Olivier Pailhès Mar 9, 2016 ▶ 3:19 Would You Sell for $6m Today? No. With Olivier Pailhes of Aircall.io EP 200
Disclosure
Walker: Dialpad dropped UberCommunications name after ride-sharing app exploded
“No, we built that internally, and back in the days before we bought the name Dialpad, we had this idea that it was going to be Uber Communications, Uber Conference, Uber Meeting, Uber Voice, and then Uber became Uber, so we had to change all of our plans.”
Craig Walker Jul 5, 2020 ▶ 6:57 Dialpad CEO "We'll break $100m in 2020, comfortable burning $1m/mo, $45m in bank"
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