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 3 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

Prediction Didn’t hold up
Lemkin: Zenefits will reach $100M revenue in 24 months
“Zenefits will go one to a hundred million in revenue in 24 months.”
Jason Lemkin Jul 1, 2015 ▶ 9:12 20 VC 050: Starting, Building and Selling in SaaS with the King of SaaS, Jason Lemkin, Managing Director @ Storm Ventures
Assertion Partly supported
SaaS Startups Like Zenefits and ClearSlide Are Restructuring After High Valuations
“I think we've seen a bunch of companies that are going through big challenges in the startup community today, even, is that they raised on large valuations, and they're in the process of restructuring their business, whether it's Zenefits and that entire space…”
Darian Shirazi Apr 6, 2018 ▶ 10:55 20VC: Why Facebook Will Be The Company To Succeed in Crypto, Why Founders Should Be Actively Angel Investing & Commonalities of Great Leadership From Mark Zuckerberg to Mark Pincus with Darian Shirazi, Founder & CEO @ Radius
Assertion Supported
Floyd: Zenefits won by offering free software monetized via insurance commissions
“And I think Zenefits would be a perfect example of that. You know, they're, they get paid from the commission through the insurance broker, so they can give their software away for free. And no one else figured that out. So they had an automatic leg up.”
Joe Floyd Feb 2, 2015 ▶ 6:11 20 VC 009: Red Flags, Saas and becoming a VC with Joe Floyd
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