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
Epstein: DoorDash and Instacart hold scale advantages that block new entrants
“In the example of companies like DoorDash and Instacart, they've reached economies of scale where they're so large now that they've been able to drive their costs further down at this scale And improve their margins, which new entrants are not going to be able…”
Aaron Epstein Dec 15, 2022 ▶ 14:54 Startup Business Models and Pricing | Startup School · Y Combinator
Opinion
Taggar: Picking Avocados Stymied Amazon in Competition With Instacart
“It turned out that just, like, picking the right avocado was too big of a challenge for, like, this trillion dollar company.”
Harj Taggar Apr 8, 2022 ▶ 13:54 How To Compete With Amazon and Google · Y Combinator
Assertion Not publicly verifiable
Tan: Procter & Gamble spends billions of gross margin on supermarket placement
“And it's billions. It's like a giant percentage of their gross margin just gets plowed right back into things that you can just get on Instacart for much cheaper.”
Garry Tan Jun 27, 2025 ▶ 20:04 Legendary Consumer VC Predicts The Future Of AI Products · Y Combinator
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