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 5 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
Ahluwalia: Postman recent secondary traded at $2.5B-$3B valuation vs $5B primary
“Postman last primary valuation was five billion. Recently secondary happened between 2.5 to three billion, whoever wanted to exit, right?”
Verma: Postman has 25% developer market share and 8M+ users
“You know, they have a 25% market share in the globally across the developer base, right? Eight plus million developers use their platform. 400,000 companies use their platform. Enterprises use their platform.”
Gupta reveals Postman is profitable and Druva exceeds $100M in revenue
“Postman is already profitable, and Druva is very large in size, you know, triple digit revenue, growing strongly, very strong customer base, very low, you know, churn.”