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 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
Calacanis: Most late-stage Instacart investors were underwater at IPO
“Most of the late stage investors in Instacart are underwater. The early stage folks absolutely crushed it.”
Sacks: Instacart investors in 2020 and 2021 lost money at IPO
“Series F broke even. And then everybody who invested in 20, 20 and 20, 21 actually lost money.”
Instacart slashed its valuation from $40B down to $24B
“Yesterday, which was the Instacart print, right? We went from a forty billion dollar valuation to I think it was 24.”
Calacanis: Instacart, Klaviyo, and Arm floated under 10% in IPOs
“Instacart's float was 6.7%, and Klaviyo's float 7.6. Arms float almost hit the 10%, 9.4”