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 6 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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
Gerstner: Altimeter passed on Airtable's last three funding rounds
“We passed on this in the last three funding rounds, right? Which I think we're at 2,000,000,005 1,000,000,011 billion.”
Sacks estimates Airtable's annual recurring revenue is around $500 million
“So when you put all these things together, I wasn't able to get the exact numbers, but if you just do a little bit of napkin math here, my guess is that air table is somewhere in the half a billion of ARR Club.”
Calacanis: Airtable's 78x revenue multiple far exceeded public peers
“If you look at the Ford price to sales multiple, 78 acts, For an 11.7 billion dollar valuation at a hundred fifty million ARR. And you compare it to the trailing price to sales multiples. In the project management space, Monday's at 12 X plus, Asana, 6.6 X, an…”
Sacks: Airtable spun out Hyper Agent prior to Bending Spoons acquisition
“Airtable spun out its AI agent business, which is known as Hyper Agent. Into a separate independent company prior to this acquisition.”