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 4 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
Guild: Owner mandates customers buy its entire bundled platform, not point solutions
“We said you can't buy one without the other because they work so well together, which we still do today. Like you've got to adopt the whole system because the whole system is designed to work together. And if you're buying us to grow your sales, this is what i…”
Owner charged restaurants $2,000 monthly for a website builder, 20x competitors
“We were charging 2000 dollars a month as a website builder around driving dine in and reservations. Which, to put that into perspective, typical website builders that restaurant owners use are Wix and Squarespace, and they're like, 49 a month products. So we w…”
Guild: Naval Ravikant, Sean Rad, Kimbal Musk invested in Owner's seed round
“It was just a week later that we had this signed term sheet of this seed round and all of these people that I'd admired for years, like Naval Ravikant from AngelList and Sean Radd, the founder of Tinder and all these other great people, Kimball Musk. Who was a…”
COVID lockdowns reduced Owner to two people and four months of runway
“So we lost not only our product market fit overnight, but all the customers that we just spent two and a half years. Grinding like crazy to initially acquire and build relationships with. And as a bootstrapped company, that was our funding. And we had to get b…”