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.

clear all ✕

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

Insight
Hypergrowth companies often outgrow exceptional employees within two years
“Someone who was amazing for two years in a role, which might represent five years at a slower growing company, it might be time. It might be time for them to be in a different role or to no longer be with the company.”
Kat Cole Jul 25, 2024 ▶ 1:15:52 Kat Cole: How to scale iconic brands (Athletic Greens/AG1 CEO, Cinnabon, Hooters) | Masters of Scale
Assertion Not checkable as stated
AG1 bootstrapped to $160 million in revenue before raising outside capital
“When I joined we were doing, at the end of that year, we did around a hundred and sixty million. It's the only time we've revealed revenue numbers. [3960] Jeff Berman: All direct to consumer. [3961] Kat Cole: One product. [3962] Jeff Berman: Yep. [3962] Ka…”
Kat Cole Jul 25, 2024 ▶ 1:05:51 Kat Cole: How to scale iconic brands (Athletic Greens/AG1 CEO, Cinnabon, Hooters) | Masters of Scale
Insight
A 10% annual growth rate is considered backwards in a hypergrowth company
“If you're growing a mature business at 10% year over year, you are like crushing it. You are top decile. You're getting all kinds of love. That's, you know, backward in hypergrowth.”
Kat Cole Jul 25, 2024 ▶ 1:15:06 Kat Cole: How to scale iconic brands (Athletic Greens/AG1 CEO, Cinnabon, Hooters) | Masters of Scale
Disclosure
Rapid scaling left AG1 vulnerable with a single New Zealand blending facility
“One of them for AG one was the growth was so rapid that we only had one blending house in New Zealand. And so we were running out of capacity. You have incredible risk in a single point.”
Kat Cole Jul 25, 2024 ▶ 1:07:35 Kat Cole: How to scale iconic brands (Athletic Greens/AG1 CEO, Cinnabon, Hooters) | Masters of Scale
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