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 12 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

Disclosure
Glu Mobile Celebrity Partners Earn Seven- to Eight-Figure Payouts
“You can find your way into, you know, seven and then, you know, and even eight figure You know, earnings over the life of one of these.”
Niccolo De Masi Mar 11, 2016 ▶ 31:33 20VC: Niccolo De Masi on The Bursting Of The Tech Bubble and What It Takes To Be A Celebrity Partner with Glu Mobile
Assertion Supported
De Masi: Glu Mobile's Celebrity Partner Social Reach Hits 1.3 Billion
“On average, our portfolio of celebrity partners is growing organically month on month. So we aim to sign up a billion. I said it on the analyst day last May. We're at a 1,000,000,003 right now, and that's been organic growth across the portfolio.”
Niccolo De Masi Mar 11, 2016 ▶ 25:24 20VC: Niccolo De Masi on The Bursting Of The Tech Bubble and What It Takes To Be A Celebrity Partner with Glu Mobile
Assertion Partly supported
De Masi: Female celebrities dominate top social media follower rankings
“Women are social media mavens compared to men. There are very few men that break fifty million, let alone a hundred million followers, and you look at the top 20, 30 most popular people in the world, It's like three-quarters female, especially the over a hundr…”
Niccolo De Masi Mar 11, 2016 ▶ 29:03 20VC: Niccolo De Masi on The Bursting Of The Tech Bubble and What It Takes To Be A Celebrity Partner with Glu Mobile
Assertion Partly supported
De Masi: Glu acquired PlayFirst for $50M in stock now worth $10M
“PlayFirst is a great example of a business that I think raised 35, forty million dollars of venture money. We paid fifty million dollars a couple years ago in stock that was priced at six dollars a share, so today we're talking ten million dollars of glue Equi…”
Niccolo De Masi Feb 19, 2016 ▶ 19:54 20 VC: Niccolo De Masi @ Glu Mobile on Private Market Valuations, Being A Public Market CEO & The Trends Of Mobile Gaming
Prediction Not checkable as stated
De Masi: Well-capitalized startups will see unparalleled deal terms in 2016-2018
“I think this is a good moment for backing your better capitalized portfolio companies to act as a consolidator, encouraging them to be on the offensive, so to speak, because I think you're going to get unparalleled deals in the next year or two.”
Niccolo De Masi Mar 11, 2016 ▶ 11:25 20VC: Niccolo De Masi on The Bursting Of The Tech Bubble and What It Takes To Be A Celebrity Partner with Glu Mobile
Disclosure
De Masi: Glu Mobile's James Bond game missed target audience expectations
“We built a James Bond game last year that, you know, whilst it was done over two years in close collaboration with the broccoli, you know, Wilson you know, family, it didn't hit the bullseye in terms of what the core demographic wants.”
Niccolo De Masi Mar 11, 2016 ▶ 30:08 20VC: Niccolo De Masi on The Bursting Of The Tech Bubble and What It Takes To Be A Celebrity Partner with Glu Mobile
Disclosure
De Masi: Kim Kardashian communicates weekly and meets quarterly with Glu CEO
“Honestly, she and I exchange numerous emails a week. There's phone calls every few weeks, and we meet up in person, you know, probably at least quarterly.”
Niccolo De Masi Mar 11, 2016 ▶ 30:41 20VC: Niccolo De Masi on The Bursting Of The Tech Bubble and What It Takes To Be A Celebrity Partner with Glu Mobile
Disclosure
Glu Mobile operates without a dedicated corporate development team
“We don't have a corporate development team. Which means we're not trying to do deals.”
Niccolo De Masi Mar 11, 2016 ▶ 17:35 20VC: Niccolo De Masi on The Bursting Of The Tech Bubble and What It Takes To Be A Celebrity Partner with Glu Mobile
Disclosure
De Masi: Glu Mobile operates without dedicated business or corporate development teams
“So we're, we don't have a BD department. We don't have a corp dev department.”
Niccolo De Masi Feb 19, 2016 ▶ 18:39 20 VC: Niccolo De Masi @ Glu Mobile on Private Market Valuations, Being A Public Market CEO & The Trends Of Mobile Gaming
Disclosure
De Masi: Glu Mobile will use $180M cash to consolidate gaming assets
“Glue is turning with our hundred and eighty million dollars of cash and our public currency. We're turning into a potential consolidator of decently priced assets.”
Niccolo De Masi Feb 19, 2016 ▶ 18:13 20 VC: Niccolo De Masi @ Glu Mobile on Private Market Valuations, Being A Public Market CEO & The Trends Of Mobile Gaming
Assertion Not checkable as stated
De Masi: Kendall and Kylie Mobile Game Set Internal Beta Retention Records
“It has one of the highest retentions we've ever seen. In, you know, in Canada, Beta, it's made ephemera money, and it's done for both, well, well in both the free and the grossing charts.”
Niccolo De Masi Mar 11, 2016 ▶ 26:06 20VC: Niccolo De Masi on The Bursting Of The Tech Bubble and What It Takes To Be A Celebrity Partner with Glu Mobile
Assertion Partly supported
De Masi: Kim Kardashian Mobile Game Remains Top-35 Grossing After Two Years
“Obviously our Kim game went out on June 22nd twenty-fourteen, did very, very well, and still does very, very well. It's still a top, you know, 35 grossing you know, game.”
Niccolo De Masi Mar 11, 2016 ▶ 24:09 20VC: Niccolo De Masi on The Bursting Of The Tech Bubble and What It Takes To Be A Celebrity Partner with Glu Mobile
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