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 4 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

Assertion Supported
Glass: Olo's primary core value prioritizes family over work
“We actually, as a company, have always had our first value be family first, and what family first has meant is, if you ever have a conflict, if you ever have a tie between your family and Olo, your family will Wins the tie every single time.”
Noah Glass Apr 29, 2022 ▶ 15:07 20VC: Scaling to $122M ARR IPO with $6M in Net Burn, Olo. The Ultimate Journey of Capital Efficiency, What Worked, What Did Not Work and How Leaders Need To Reshape Thinking Around Resource and Attention Allocation
Assertion Supported
Olo went public with $122M ARR and $6M net burn
“When this company went public, it had a net burn of just six million dollars and an ARR of one hundred and twenty-two million dollars.”
Harry Stebbings Apr 29, 2022 ▶ 0:12 20VC: Scaling to $122M ARR IPO with $6M in Net Burn, Olo. The Ultimate Journey of Capital Efficiency, What Worked, What Did Not Work and How Leaders Need To Reshape Thinking Around Resource and Attention Allocation
Assertion Supported
Olo closed its Series A on the day Bear Stearns collapsed
“I mean, one of the things that was really an incredible moment in the company's history was we raised in March of 2008. That was our series a round. I believe on the exact same day, March 17th of 2008, when Bear Stearns collapsed, it felt like it was the last …”
Noah Glass Apr 29, 2022 ▶ 8:02 20VC: Scaling to $122M ARR IPO with $6M in Net Burn, Olo. The Ultimate Journey of Capital Efficiency, What Worked, What Did Not Work and How Leaders Need To Reshape Thinking Around Resource and Attention Allocation
Assertion Supported
Stebbings: Thoma Bravo bought Olo for $2B at $320M ARR
“Three hundred and twenty million of ARR Gap profitable, business that is decent, and it's bought for two billion dollars by Toma Bravo.”
Harry Stebbings Jul 10, 2025 ▶ 30:34 Daniel Gross and Nat Friedman: Acquired by Meta | Microsoft Layoff 9000 People | OpenAI's Bombshell · 20VC with Harry Stebbings
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