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 5 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 Contradicted
RXBAR reached $161 million in annual revenue at its acquisition
“We did a hundred sixty one million in sales.”
Peter Rahal Aug 8, 2025 ▶ 36:41 20VC: The $BN Greenoaks Backed Protein Bar | Hitting $100M Revenues in David's First Year: Lessons & Mistakes | $0 to $600M: The Untold RXBAR Story | Product-Market-Fit, Pricing, Branding: What Every Founder Gets Wrong Today with Peter Rahal
Assertion Partly supported
RXBAR grew revenue by 300% annually for four consecutive years
“Like we were 300% year a year for like five years, four years.”
Peter Rahal Aug 8, 2025 ▶ 36:46 20VC: The $BN Greenoaks Backed Protein Bar | Hitting $100M Revenues in David's First Year: Lessons & Mistakes | $0 to $600M: The Untold RXBAR Story | Product-Market-Fit, Pricing, Branding: What Every Founder Gets Wrong Today with Peter Rahal
Assertion Partly supported
RXBar raised only $10,000 before selling to Kellogg's for $600M
“RX Bar, a snack bar, raised 10,000 dollars to sell for six hundred million dollars to Kellogg's.”
Ryan Caldbeck Nov 2, 2018 ▶ 23:32 20VC: Ryan Caldbeck on Why The Business Model of VC is Broken, Who is To Blame, How The Best Funds Will Use Data Intelligently Moving Forward & Whether We Are In A Consumer Bubble Or Not?
Assertion Supported
RXBAR generated $2 million in revenue during its first year
“Two million.”
Peter Rahal Aug 8, 2025 ▶ 10:47 20VC: The $BN Greenoaks Backed Protein Bar | Hitting $100M Revenues in David's First Year: Lessons & Mistakes | $0 to $600M: The Untold RXBAR Story | Product-Market-Fit, Pricing, Branding: What Every Founder Gets Wrong Today with Peter Rahal
Assertion Supported
RXBAR avoided traditional retail distribution for its first two years
“In the beginning, the first 24 months, like, we didn't do any retail. It wasn't in our cost structure, and we also couldn't manufacture enough.”
Peter Rahal Aug 8, 2025 ▶ 10:15 20VC: The $BN Greenoaks Backed Protein Bar | Hitting $100M Revenues in David's First Year: Lessons & Mistakes | $0 to $600M: The Untold RXBAR Story | Product-Market-Fit, Pricing, Branding: What Every Founder Gets Wrong Today with Peter Rahal
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