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 7 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

Assertion Supported
Ferrari: Bending Spoons generates profits in the hundreds of millions
“Yeah, we don't disclose that, but in the hundreds of millions.”
Luca Ferrari Sep 20, 2024 ▶ 6:45 $2.5 Billion Tech Empire Built On Acquisitions, Efficiency, & Pure Ambition w/ Founder, Luca Ferrari
Assertion Partly supported
Ferrari: Remini is second most used genAI app globally behind ChatGPT
“Remini is far and away the number one product for AI-based image editing, image generation in the world. It's to my knowledge, the second most used generative AI product in the world. It has over a hundred million it's only second to chat GPT as far as I can t…”
Luca Ferrari Sep 20, 2024 ▶ 43:18 $2.5 Billion Tech Empire Built On Acquisitions, Efficiency, & Pure Ambition w/ Founder, Luca Ferrari
Assertion Supported
Ferrari: Bending Spoons generates over $600M in revenue with 150M MAUs
“Our products. I've served over a billion people. Currently we have around a hundred and fifty million monthly users and many millions of customers revenues in excess of six hundred million dollars.”
Luca Ferrari Sep 20, 2024 ▶ 4:15 $2.5 Billion Tech Empire Built On Acquisitions, Efficiency, & Pure Ambition w/ Founder, Luca Ferrari
Prediction Held up
Ferrari: Bending Spoons will probably list in the US
“I think we will probably list in the U S because there is really no requirement. You can list in the U S from Italy.”
Luca Ferrari Sep 20, 2024 ▶ 1:00:07 $2.5 Billion Tech Empire Built On Acquisitions, Efficiency, & Pure Ambition w/ Founder, Luca Ferrari
Assertion Supported
Ferrari: Bending Spoons raised over $200M in equity across 2023 and 2024
“Yes, so up until the summer of twenty-twenty-three, we had never raised any significant amount of equity. Then, last summer, we raised about fifty million dollars in equity. Overall, the round was a little bit bigger, but there was a secondary component to it …”
Luca Ferrari Sep 20, 2024 ▶ 4:51 $2.5 Billion Tech Empire Built On Acquisitions, Efficiency, & Pure Ambition w/ Founder, Luca Ferrari
Assertion Supported
Ferrari: Bending Spoons was valued at over $2.5B in early 2024
“Well, the last round earlier this year, it was a little over 2.5 billion dollars.”
Luca Ferrari Sep 20, 2024 ▶ 5:26 $2.5 Billion Tech Empire Built On Acquisitions, Efficiency, & Pure Ambition w/ Founder, Luca Ferrari
Assertion Supported
Ferrari: Bending Spoons grew revenue roughly 70% annually in recent years
“In the later years, still pretty fast growth, perhaps not quite a hundred percent on average. I think the last couple of years, probably more like 70% revenue wise.”
Luca Ferrari Sep 20, 2024 ▶ 28:17 $2.5 Billion Tech Empire Built On Acquisitions, Efficiency, & Pure Ambition w/ Founder, Luca Ferrari
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