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 6 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 Partly held up
Brex will be the world's top corporate credit card by 2024
“I hope Brex in five years is the number one corporate credit card in the world in all industries and all sizes. And I'm still the CEO.”
Henrique Dubugras Feb 15, 2019 ▶ 24:34 20VC: Brex Founder Henrique Dubugras on Why Being Mission Driven Is Not The Only Way To Build A Massive Business, Why You Should Not Associate Fundraising with The Cash Needs of Your Business & Why You Don't Have To Follow Startup Theory When It Comes To
Assertion Supported
Dubugras: Startups with $5M in funding couldn't get corporate cards in 2017
“Startups had to raise a lot of money and couldn't get a corporate credit card. And that was the first problem that we saw was like, how come you have raised five million dollars and you can't get a card to pay for your SAS and AWS bills?”
Henrique Dubugras Apr 15, 2022 ▶ 3:51 20VC: Brex's Henrique Dubugras on Advice from Evan Spiegel and Eric Schmidt on CEOship, The Biggest Hiring Mistakes When Scaling, What Everyone Gets Wrong with Product Messaging and When is the Right Time to Launch Secondary Products
Assertion Not checkable as stated
Dubugras: Ramp was Brex's first insurgent competitor after legacy financial incumbents
“Ramp was always, like, something super interesting for us because it was the first competitor that was, like, an insurgent. Someone who was coming and growing that wasn't like the big guy, JPMorgan and American Express.”
Henrique Dubugras Apr 15, 2022 ▶ 17:00 20VC: Brex's Henrique Dubugras on Advice from Evan Spiegel and Eric Schmidt on CEOship, The Biggest Hiring Mistakes When Scaling, What Everyone Gets Wrong with Product Messaging and When is the Right Time to Launch Secondary Products
Assertion Not checkable as stated
Dubugras: Mercado Libre's board never discusses share prices or public markets
“And I haven't heard in the mailing board, one discussion about the markets, one discussion about investors and the share price. It's all Product and strategy. Product and strategy. Product and strategy.”
Henrique Dubugras Apr 15, 2022 ▶ 24:51 20VC: Brex's Henrique Dubugras on Advice from Evan Spiegel and Eric Schmidt on CEOship, The Biggest Hiring Mistakes When Scaling, What Everyone Gets Wrong with Product Messaging and When is the Right Time to Launch Secondary Products
Assertion Not checkable as stated
Dubugras: Intuitive decisions have historically outperformed purely analytical ones
“Historically, all of the heart decisions have been better than the head decisions, so I would say more heart these days.”
Henrique Dubugras Apr 15, 2022 ▶ 29:39 20VC: Brex's Henrique Dubugras on Advice from Evan Spiegel and Eric Schmidt on CEOship, The Biggest Hiring Mistakes When Scaling, What Everyone Gets Wrong with Product Messaging and When is the Right Time to Launch Secondary Products
Assertion Supported
Dubugras: Brex employs 1,100 people, including 600 in product and engineering
“We're at scale, you know, we're like 1100 people like EPD org is 600 people.”
Henrique Dubugras Apr 15, 2022 ▶ 11:52 20VC: Brex's Henrique Dubugras on Advice from Evan Spiegel and Eric Schmidt on CEOship, The Biggest Hiring Mistakes When Scaling, What Everyone Gets Wrong with Product Messaging and When is the Right Time to Launch Secondary Products
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