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 13 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
David Friedberg predicts Stripe will execute the largest tech IPO in history
“And so Stripe's IPO could be the biggest tech IPO ever. I think they've been talking about doing a direct listing. By the way, I don't know the guys. I don't know the investors. I don't know the company. I'm not an investor. So I don't have any information wha…”
Chamath: Top 100 AI startups reached $5M ARR in 24 months
“And what this is was from Stripe's report, which showed the time to get to five million of annualized revenue. And the average SAS company took 37 months. And by 20, 24, the top 100 AI companies got there in 24 months.”
Chamath: Stripe increased headcount from ~2,000 to ~8,000 in two years
“This is the number of employees that Stripe has. It went crazy from a little over 2000 to almost 8000. So a four X of employees in two years.”
Calacanis: Stripe seeking $2.3B by Q1 2023 at $55B valuation
“According to a leaked pitch deck Stripe implied they needed 2.3 billion in capital by the end of Q on 2023. They're working with Goldman Sachs to raise a few billion at a fifty five billion dollar valuation. That's down 42% from the peak of ninety five billion…”
Chamath claims Shopify pays Stripe approximately $350 million annually
“If you look inside the P and L of Shopify, an enormous line item now about three hundred and fifty million bucks a year is what they're paying to stripe.”
Sacks: Stripe processes $2T in annual volume, exceeding PayPal's $1.7T
“And I think they're doing about two trillion a year of annual transaction volume. I think PayPal is doing 1.7”
Sam Altman and Jason Calacanis sourced Stripe and Uber for Sequoia
“You helped us with the investment in Uber. Sam Altman was in that group as well. He helped with an investment in a little company called Stripe.”
John Collison: Stripe processes over $1 trillion in annual transaction volume
“It's more than a trillion dollars a year.”
Chamath: Adyen and Stripe will process almost $2 trillion in volume
“Adyen and Stripe are gonna process two trillion dollars almost.”
Calacanis: Substack creators retain Stripe accounts and subscribers upon leaving
“If you leave sub stack, you get to take your stripe account with you. You use your Stripe account. So now it's portable. You can go on Substack for a year, leave and keep all your subscribers.”
Calacanis: Sequoia's $517M Stripe investment is worth $10B
“Sequoia Capital has invested five hundred seventeen million in Stripe. That's currently worth about ten billion.”