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 6 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

Prediction Held up
Garg: Zomato will steal market share when Swiggy raises money this year
“They will have to go this year to raise money. And whenever that happens, Zomato will again take market share away.”
Deepak Garg May 23, 2025 ▶ 15:00 Why This Founder Won’t Sell Zomato for 10 Years | India’s Top Consumer Tech Bet?
Assertion Partly supported
Lunia: Most Indian tech unicorns remain capped at $1B to $2B valuations
“I mean, even companies like Nica, PTM, Zomato, they have still remained in even by and large, a single digit billion outcome. And these are horizontals. They're not a lot of them. Most other unicorns also are in the one or two billion range.”
Anand Lunia Nov 3, 2023 ▶ 1:01:28 The India Opportunity, Youth’s BIGGEST Problem & Future of Startups | India Quotient VC on Neon Show
Assertion Supported
Siddhartha: Blinkit accounts for over half of Zomato's $20B valuation
“When Zomato acquired Blinkit, the share went down. Almost the company valuation went down to four billion dollars. Today, they say the Blinkit occupies more than ten billion dollars in Zomato's valuation of twenty billion.”
Siddhartha (Siddharth) Aug 16, 2024 ▶ 27:29 $10 Trillion Goal, Reverse Brain Drain & IPO Market I Nansi & Siddhartha On India’s Bright Future
Assertion Supported
Siddhartha: India has over two million gig delivery workers across major platforms
“There are currently more than two million delivery boys in India across platforms like Swiggy, Zomato, Blinkit. Zepto. Big basket. 20 lakh delivery boys or girls.”
Siddhartha (Siddharth) Aug 16, 2024 ▶ 31:46 $10 Trillion Goal, Reverse Brain Drain & IPO Market I Nansi & Siddhartha On India’s Bright Future
Assertion Partly supported
Pitti: EaseMyTrip was the first pure internet company to IPO in 2021
“So to be honest, there was no internet company, which went public in year, 2018, 19, 20. We were the first company, which went public in year, 20, 21. All right. Internet company, first internet pure internet company to go public in year, 20, 21. Then came Zom…”
Prashant Pitti Dec 28, 2021 ▶ 15:52 Bootstrap to IPO in 10 years ft. Prashant Pitti, founder EaseMyTrip
Assertion Partly supported
Agarwal: Info Edge has held Zomato and PolicyBazaar for over 10 years
“For example, we've been now invested for 10 plus years in Policy Bazaar, 10 plus years in Zomato 10 plus years in Merit Nation.”
Kitty Agarwal Feb 18, 2020 ▶ 10:18 Episode 44 | Kitty Agarwal, Partner, Info Edge Ventures
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