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 3 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

Insight
Khatri: Hardware supply chains reserve new components exclusively for alpha customers
“So Nikhil, how it happens is all partners, like supply chain partners, screen, battery, or processor, they work with bigger brands, and everybody has an alpha customer on their list. Let's say Huawei would be the alpha customer on their list. So every first te…”
Amit Khatri Apr 26, 2025 ▶ 58:55 Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
Insight
Khatri: Hardware differs from fashion because scale requires proprietary tech partnerships
“So I personally think technology works in a very different way. It's not like fashion where you just Create a product and sell at any price point. Technology, you need an access to partners. We were talking about all proper, a lot of proprietary things. So I t…”
Amit Khatri Apr 26, 2025 ▶ 1:29:16 Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
Insight
Khatri: Competing on commodity hardware is an unviable race to the bottom
“No point to fight for a commodity that's a race to bottom. You buy for 20 dollars, sell for 20 dollars, somebody else will sell for 1512, 11. Have your own community, one narrow cohort of users who are selling, and that community should be your evangelist ther…”
Amit Khatri Apr 26, 2025 ▶ 2:00:41 Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
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