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 2 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 Partly supported
Dasilva: Early POS rivals raised hundreds of millions on simple initial products
“They started to come out and even though they were very simple, they had hundreds of millions of dollars being funneled into them.”
Dax Dasilva Aug 9, 2024 ▶ 10:44 Dax Dasilva: $900M ARR at $2.6BN Market Cap?! Lightspeed, The Most Undervalued Public Company |E1188 · 20VC with Harry Stebbings
What-if
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 …”
Dax Dasilva Aug 9, 2024 ▶ 9:25 Dax Dasilva: $900M ARR at $2.6BN Market Cap?! Lightspeed, The Most Undervalued Public Company |E1188 · 20VC with Harry Stebbings
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