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 2 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
Gary Vee estimates Prime would sell for $2B to $7B
“Prime is definitely, like, a two, depending on the time they decide to trade it, it's two, three, four, five, six, seven billion.”
Puri predicts Prime Hydration will eventually become a $20 billion brand
“And so that brand, Prime, is gonna be, my guess, is that that, that ends up being like a twenty billion dollar brand.”
Puri: Congo Brands owns 60% of Prime; Logan Paul and KSI hold 30-40%
“In reality, these guys own 60% of that company, right?
Logan and KSI own, you know, the sort of like 30 to 40% of that company.”
Gary Vee: Prime founders won't wait for a $20B valuation
“Just being in M&A at CPG levels, my intuition is that they won't be patient enough to get to that big of a number, right?”
Gary Vee: Prime's Supreme-style hype cycle cannot last forever
“They're selling on something that's more like Supreme. They're selling on cool. Kids are buying it literally to drink it for the status symbol, like a fashion brand. And that can only last so long.”
Puri: Prime Hydration generated up to $1.5 billion in revenue in 2023
“So they did do
Over a billion dollars by 1.5000000000.
And what's kind of like its first full year, you know, it launched in 20, 22.
So the 20, 23 numbers are the first full year of, you know, full calendar year of business.”
Most Creators Launching CPG Brands Will Fail and Wash Out
“I think that people looked at Feastables, they looked at Prime, and they looked at Skims, and they're like, creator brand. And every creator's like, I need to do a creator brand. And every, like, former dropshipper's like, I just need a creator, and then we wi…”
Logan Paul Drives Prime Beverage Sales Using the Beats by Dre Playbook
“I would say too, it seems like he's following the Beats by Dre trajectory trajectory of making sure to get it in the hands of celebrities and famous people with his podcast. Anytime he has someone on, they have prime in their hand or they try it and they like …”