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 8 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
Shaan Puri: Shipping speed is a better investment signal than TAM
“Markets can trick you. Markets can look small and be bigger, but founders or teams that operate like this,
That's like always a good signal. And so I'm like, let me just bet on the known versus not bet because of this hypothetical unknown thing.”
Startups need an enemy: Morning Brew used TheSkimm and The Hustle
“And I think having an enemy, whether it's real or fake, right for us, it was the skin and the hustle. I think it's really, really important. You know, beehive has convert kit. And I think it just motivates everyone just a little bit more.”
Beehiiv Did for Newsletters What Shopify Did for E-Commerce
“I think beehive did for newsletters, What Shopify did for e-commerce, right?”
Puri passed on beehiiv under $10M before investing later
“I think we both passed under 10. I realized my sins and I came and I said, Father, forgive me. Let me invest after I started using the product.”
Parr discloses passing on an early investment opportunity in beehiiv
“I had the opportunity to invest in this when they first started, and I passed.”
Shaan Puri Discloses He Invested in Newsletter Platform Beehiiv
“Yeah, I did invest in Beehive also.”
Shaan Puri: Passed on Beehiiv but invested after becoming a customer
“So I did end up investing. I actually, I think I passed the first time. And so I, what I did was I passed the first time because I was like, ah, I don't know how big this can get. And then we started using it for the milk road and I use it for my personal news…”