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 13 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
Lemkin: A $100 billion startup exit will happen within a year
“The big exits will solve it, right? The whizzes and the, I mean, we thought whizz was big. Now we have cursor. Now I'm going to win the bet of a hundred billion dollar exit in the next year.”
Shah: Wiz grew faster in four years than any company ever
“Bottoms up, the, you know, the business in, in, in four years, the company has grown faster than any company of all time with unbelievable productivity in different segments, in different geographies.”
Lemkin: Wiz must IPO within 18 months after rejecting Google bid
“When the CEOs in, in, in, in the letter to the team says, we're going to go public instead, you got to do it in the next 18 months or so.”
Wiz Acquisition Features the Largest M&A Breakup Fee Ever
“You look at the Wiz deal, There's a 10% breakup fee there. Largest breakup fee ever for an M&A transaction.”
Index Ventures Is the Largest Shareholder in Figma, Dream Games, and Wiz
“Largest shareholder in Figma, largest shareholder in Dream Games, largest shareholder in Wiz you know, second largest shareholder in Scale.ai, Revolut.”
Stebbings: Insight generated $2.6B Wiz return in $8.5B fund
“It was a 2.6 billion dollar reported return to them in an eight and a half billion dollar fund, which is like one of the best investments of all time.”
Lemkin: Wiz will reach $1B ARR within 12 months
“This company will be at a billion in a blink of an eye, so let's, let's just value it at a billion. It's gonna be there in 12 months, 14 months, nine months, it's a billion forward.”
Raanan: Wiz co-founder Assaf Rappaport knew nothing about cloud security in 2012
“Now, did Asaf know anything about cloud and cloud security in 2012? I guarantee you not.”
Wiz Deal Approval Will Trigger a Big Tech Acquisition Spree
“I think if Wiz gets approved, I think Every other large Mac seven company is going to see a green light in regards to making big, splashy acquisitions again, which is a good thing.”
Lemkin: Wiz grew from $0 to $500M ARR in four years
“This is a company that has gone from nothing to five hundred million in four years, ok?”
Motamedi: Wiz Raised Series A at $500M Valuation with Zero ARR
“Wiz, when they raised their Series A at a five hundred million dollar valuation, had zero in ARR.”