Public evidence record
Published podcast speaker
Claim ledger
10 transcript-backed records
01 / evaluation
“Although I think the international part of the income statement in the last quarter was profitable for one of the first times.”
02 / evaluation
“Their numbers are upside down because they're trying to acquire customers with billboards and conventional ads, and it's super expensive and ultimately unproductive.”
03 / evaluation
“I think I quote a Flipkart (maybe) board member investor in the book as saying, “If there was a mistake to make, we made it.”
04 / evaluation
“What's unfortunate is that the Saudi bots on Twitter have kind of taken what I wrote in that book to launch another wave of attacks against Bezos saying that he improperly accused them.”
05 / evaluation
“I wanted to stand on its own and be fresh in part because even though I was sort of kidding about that in the first book, Mackenzie mentioned that in her one-star review I think.”
06 / evaluation
“Hard to imagine what the missing pieces are in the Amazon quilt of businesses because they are sort of doing everything right now.”
07 / evaluation
“I think when Kuaidi went and raised money from Alibaba, it was definitely a blow to the Didi guys because that’s their alma mater and Alibaba obviously the e-commerce giant in China.”
08 / evaluation
“Of course, it’s very fashionable to say you’re looking into it. It’s unclear to me now whether Didi has made the progress of, say, Uber which is testing cars now in Pittsburgh and a few other cities.”
09 / evaluation
“One of the things that happened was Uber when they launched, the integration was very poor in China because they were using Google Maps and we all know Google is pretty much blocked in China, so the integration was poor.”
10 / evaluation
“There’s a lot of maneuverings here behind the scenes. But I think that to their credit, the Didi executives and at this point, Jean Luo, an executive from Goldman Sachs, she’s either advising Didi at this time or has joined really as Cheng Wei’s partner.”