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 19 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
Kleiner Perkins does not actually run its venture fund on OKRs
“When John Dorris didn't share, like, they don't run their venture fund on OKRs. Like if OKRs are so good, why isn't Kleiner Perkins running OKRs?”
Most of the world's richest people built wealth through acquisitions
“Most of the richest people in the world Are there through acquisitions? Some version of buying and selling small companies or private equity deals.”
Jain: HUD reversed its denial to let Bilt points fund down payments
“Later that day, I got an updated letter from HUD. That said, dear Mr. Jane, you're pleased to inform that your use case requested is approved, and that was that.”
Performance marketers dominate podcast advertising, leading to shallow market depth
“Podcast advertising is largely still driven by performance marketers, which means that there isn't that much depth in the advertising market and advertisers will exhaust small audiences quickly.”
Lieberman: Average Fortune 500 CMO tenure is two to three years
“Also in the world of Fortune 500, CMOs don't stay at companies for very long. I think the average CMO stays at their company for two to three years. So it's hard to think very long term.”
Adcock: Roughly 50 Dual-Class Companies Went Public in Two Decades
“Roughly 50 companies went public last like two decades that had this.”
Timmer: 2023 Corporate Earnings Estimated to Drop 3%
“Now, overall earnings are declining very, very modestly. They're scheduled estimated to be down three percent this year, which isn't very much.”
Lieberman Cites Stat Claiming Business Coaches Outnumber Business Owners
“I actually read a stat recently that there are now more business coaches than there are business owners, which is absurd.”
Lieberman: Ramp reached $100M ARR faster than any company
“Ramp is I believe the fastest growing company to go from zero to a hundred million in ARR.”
Amoruso: Sam Parr is building a $200M executive peer group business
“You know, what Sam Parr is trying to build in like a two hundred million dollar business. So and he's talked about that. It's not super under the radar anymore.”
Codie Sanchez: Almost no cannabis companies actually own their real estate
“We used to do that a ton in cannabis, like pretty much no cannabis company owns their land. They had to buy the land because nobody would Lease to them, and then they do a sale lease back back to a third party that would do it.”
Pieter Levels generates roughly $184k monthly revenue across his businesses
“He's now doing roughly 184,000 dollars in monthly revenue across his businesses, with his flying game being his highest revenue project at the moment.”
Pujji: Bill Gates has worked on philanthropy longer than he ran Microsoft
“Bill Gates was like very fear driven.
That's very well known.
And it couldn't, he began the richest man in the world and it couldn't sustain him.
So he flips all the way to like curing polio.
And he's been doing that now longer than he's been doing Microsoft.”
Lieberman: SXSW generated $325M economic impact for Austin in 2017
“It came out that at in 2017, South by Southwest drove three hundred and twenty five million dollars in economic impact to Austin. One hundred and sixty five million of that was All around attendance was ticket holders, credentials, et cetera. And then you add …”
Sanchez: MrBeast's Feastables is now a $100M company
“The Feastables, the chocolates or whatever that Mr. Beast has done, when they originally told me about that, I was like, oh God, that's an awful business. Who eats like a whole chocolate bar anyway? And now it's like a hundred million dollar company, which is …”
Lieberman: 60% of Spirit Halloween costumes are recycled, 40% licensed
“So a stat I read is that 60% of Spirit's Halloween costumes are recycled year over year. So it's the evergreen, you know, monster or zombie costume, but then 40% is the actual costumes related to characters from shows or movies that, Spirit Halloween licenses.”
Spirit Halloween generates $200 million in revenue in just three weeks
“Spirit Halloween, how the business does two hundred million dollars a year in basically a three week period of time during Halloween each year.”