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 Supported
Gerstner: Altimeter led Snowflake's round at a ~$175M enterprise value
“I don't remember what the exact share price was. I think the enterprise value at the time was somewhere around a hundred and seventy five million dollars.”
Brad Gerstner Mar 15, 2022 ▶ 51:39 Altimeter (with Brad Gerstner) · Acquired
Assertion Supported
Gabriele: Snowflake grew revenue 105% with 178% net retention
“Revenue's up about a 105% net retention is one 78. It was one 68 the year before.”
Mario Gabriele May 12, 2022 ▶ 11:18 Arena Show Part I: Idea Dinner + YC Continuity · Acquired
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