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
Parr: Retool has 5x to 10x upside from $3.7B valuation
“So at a valuation of 3.7 I think there's room to run. I think there's a five or 10 X potential here.”
Puri: Retool reaching a $15B valuation (4-5x) will be tough
“Valuation is high, so I think four or five X is tough from there, right? To become a fifteen billion dollar company is tough, but I think it's a good, really good company.”
Parr: Retool hit ~$100M ARR in 2024 at a $3.7B valuation
“Their latest valuation is 3.7. They've raised one hundred fifty million dollars from Sequoia and a bunch of other great companies. Listen to this growth. First nine months, 500,000 dollars in revenue. In 2018, they hit two million in ARR. In 2024, they hit aro…”
Gil: Invested in Notion, Airtable, and Retool without a thesis
“I invested in Notion, Airtable, and Retool within, I don't know, two years of each other, whatever the time frame was. But at the time, there was no low code, no code. Kind of thesis. It was just, these are really interesting founders working in interesting ar…”