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.
why aren't all 7 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
Dasilva: Simpler merchants are better served by Clover, Square, or Shopify
“You know, you may be better served by a Clover or a Square or a Shopify.”
Dasilva: Lightspeed has achieved three quarters of positive EBITDA
“And, you know, we've got three quarters of EBITDA positivity under our belt.”
Dasilva: Lightspeed expects $1B in revenue this fiscal year
“So this fiscal year that we just finished was about 900, but this fiscal year, we were forecasted to be a billion in revenue.”
Dasilva: Lightspeed spent zero on advertising during its first seven years
“In those first seven years, it's zero. We spent zero money on, on advertising, right?”
Dasilva: Lightspeed should have launched its cloud product earlier
“We could have done it a couple of years earlier and it could have benefited us to have done it a few years earlier. Our cloud product was out by, you know, 2000 13. You know, Square some other folks like Shopkeep had which we acquired later maybe had a couple …”