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
PillPack came within 48 hours of losing $100M in revenue
“And so, we were 48 hours from going from, like, I don't know what it was, a hundred million in revenue to zero. Like, zero.”
TJ Parker Jun 5, 2023 ▶ 54:35 TJ Parker: Building PillPack, The First E-Commerce Pharmacy, to Amazon's $1B Acquisition | E1022 · 20VC with Harry Stebbings
Assertion Supported
Parker: PillPack achieved ~$200M revenue run rate prior to Amazon acquisition
“One, like, we were now, like, a version of scale, right? Like, a couple hundred million in run rate or something like that.”
TJ Parker Jun 5, 2023 ▶ 59:53 TJ Parker: Building PillPack, The First E-Commerce Pharmacy, to Amazon's $1B Acquisition | E1022 · 20VC with Harry Stebbings
Assertion Supported
PillPack's core product model originated from TJ Parker's father's B2B pharmacy
“My dad had started this totally new pharmacy that was sorting and packaging meds actually very similar to PillPack. But they were selling into nursing homes and assisted living facilities. It wasn't a consumer business.”
TJ Parker Jun 5, 2023 ▶ 2:19 TJ Parker: Building PillPack, The First E-Commerce Pharmacy, to Amazon's $1B Acquisition | E1022 · 20VC with Harry Stebbings
Assertion Supported
Stebbings: David Cohen's portfolio companies have created over $80B in value
“To date, David has backed hundreds of startups, including the likes of, check this out, Uber, SendGrid, Twilio, ClassPass, PillPack, and many more. In total, these investments have gone on to create more than eighty billion dollars in value”
Harry Stebbings Feb 11, 2019 ▶ 0:30 20VC: Techstars Founder David Cohen on Why Seed Investing Is A Different Asset Class To Venture, What Makes The Best And The Worst Board Members & Why Every Company Has To Have A Pessimist In The Room
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