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 12 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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
Puri: SoftBank and athlete-backed Series F rounds are overpriced 'sucker rounds'
“Oh, and also, the wonderful kiss of death, SoftBank, and then Kevin Durant and other athletes are investing. You know, that's called the sucker round. It's not called the Series F, it's called the sucker round.”
Mack: Daily sleep tracker scores create toxic insomnia cycles
“A lot of sleep is the more you think about sleep, the more pressure you put on sleep, the worse the sleep is, which is why a lot of these, if I was the CMO of Whoop or Aura, the one thing I would suggest them to do, like coming in as a product thing, would be …”
Will Ahmed predicts Whoop will IPO before 2033
“I think we'll ultimately go public. I think that it'll probably be sooner than that timeframe that you gave.”
Ahmed: Biometric Data Shows Diet Response Is Highly Personalized
“The data says it's highly personal. So you could put two people on identical diets and they could have literally the exact opposite effects on those people.”
Ahmed: Sleeping pills reduce sleep quality despite faster sleep onset
“Interestingly, hard, harder, harder sleep drugs, like the ambience of the world they knock you out, so your sleep latency is short, but the quality of the sleep is never that high.”
Will Ahmed refused to sell Whoop secondary shares until a $1B valuation
“I don't think I ever sold shares until whoop was worth at least a billion dollars. And they were for rounds that were super oversubscribed.”
Ahmed: Late-stage founder secondaries enable long-term independent business building
“I do think for a company that's at a later stage where you're trying to, you're making this calculus of, is this a company that's going to be acquired in a short period of time, or is this a company that we're trying to build to be a standalone business? And I…”
Ahmed: Whoop raised $400M and reached a $3.6B valuation
“Yeah, we've raised four hundred million. We last raised capital at 3.6 billion dollar valuation.”
Ahmed: LeBron James and Michael Phelps were among Whoop's first 100 users
“That is real, and this would have been around 2014, 2015, so, you know, we spent about two to three years, really, on the initial V-one of Whoop, and, you know, I wanted to start with the best athletes in the world”
Ahmed: Whoop shifted from a $500 upfront price to a $30 subscription model
“We used to sell the product for 500 dollars, one time fee, everything included. Then we went to, you can sign up for as little as 30 dollars.”