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 15 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
Bahat: Very few multi-stage VCs historically produce top seed-stage winners
“We did an analysis looking at the top company performers. And what you see is that since the era that seed funds have existed and who funded them at the seed. And what you see is that some of them were funded by seed funds, first round true others funded some …”
O'Driscoll: Lightspeed put $1B into Anthropic across two rounds
“In the last 1224 months, Lightspeed put, you know, by all accounts, a billion in two rounds of Entropic.”
Lightspeed converted a third of its customer base to Lightspeed Payments
“Last year, we spent the almost the entire fiscal year rolling out lightspeed payments and making, and converting a third of our base.”
Lightspeed's Snapchat Investment Originated From a Partner's Daughter Using the App
“I think it was at light speed, I think, where one of the partner's daughters was on Snapchat permanently, and he was asking her what it was, and that stemmed their investment.”
Stebbings: Lightspeed turned $257M into $1B on Navan for ~4x return
“Lightspeed was two 57 to a billion, so it's just under a four X blended.”
Dax Dasilva conducted his first layoffs in nearly 19 years at Lightspeed
“I'd never done layoffs personally at the company, and that's almost been 19 years, you know.”
Lightspeed grew from $70M ARR at IPO to $1B in revenue
“When we went public in 2019, you know, we were, A much simpler company is seventy million in revenue. Now we're a billion in revenue”
Levanon: Over 150 global venture funds signed statement supporting Israel
“There is now a wonderful supportive letter being posted, being, you know, signed by, I think now there's a 150 different venture capital funds globally that have signed on from, you know, eight VC to upfront to Bain to all these wonderful, you know, Lightspeed…”
Snapchat Had 50% MoM Growth and 50% 90-Day Retention in 2012
“But I remember seeing 50% month on month growth. 50% DAU to MAU ratios, which suggests very high engagement, and 50% retention after 90 days, which again suggests high engagement, high retention, high growth.”
Snapchat Had 90,000 DAUs on 180,000 Installs When Lightspeed Invested
“So when we met them in, you know, March, April of 2012, they had about 90,000 daily active users off of a base of 180,000 installs.”
Lemkin: Iconiq leads Anthropic's new round after Lightspeed led previous round
“Iconic is a lead for this round and Lightspeed led the last round.”
Stebbings: Gainsight raised over $156 million before its acquisition
“Prior to that, Gainsight raised over one hundred and fifty six million from some of the best, including Lightspeed, Battery, Bessemer, Insight, and Bain, to name a few.”
Harry Stebbings: Calm has raised over $143 million from top investors
“To date, the company's raised over a hundred and forty three million dollars in financing from some of the best, including Lightspeed, Insight, TPG, and then some very cool names, including Ashton Kutcher, Harry Styles, Brad Feld, and Jason Calicanis.”