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 58 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
BetterPlace would be a unicorn today if its clients were American
“If I work with 20 lakh people, and if I do the same thing in US with 20 lakh people, I will be valued more than a billion dollars already, right? Because the size of the company and the multiple that you can get, right? Here it will be lesser.”
Managing reseller logistics and payments was crucial to Meesho's early survival
“Especially for this user base, if we had not done this would have never taken off.”
Verma: Indian e-commerce could not have scaled in 2007
“I don't think a company in e-commerce could have scaled as well. If it was in 2007 in India, it would have. There were early signs, you know, the yatras in the, and the make my trips were the early signs of transaction level booking, but the e-commerce came in…”
Lightbox preferred not to sell edtech startup Embibe to Reliance
“If we could have held on to imbibe we would have. It would, it wouldn't have been our desire to sell a business of that nature being led by a founder of that nature. But it was in the best interest of the business.”
Sankar: Atlan would not exist today if discovery was delayed three months
“If we had been three months late we would not have existed today. We would not be alive.”
Jain: I underestimated LLMs and should have pivoted a year earlier
“I feel like I was a little too late in the two point of transformation. Maybe we should have done a year earlier. So I could have done this sooner. I think I, Underestimated the power of LLMs and the power of where, where the very eyes going in general.”
Founders Should Negotiate Acquirer Stock to Capture Post-Deal Upside
“One of the learnings that I could have, and that was again, hindsight was that maybe part of the payment could be made in cash or part of the payment could have been made in you know, more like a stock component, which comes upfront. That allows us to also par…”
CoCubes founders would have accepted a $1M buyout early in talks
“If actually at the start of the acquisition, somebody had given us a million dollar, two million dollars cash offer, we would have taken it.”
Bansal: PeopleStrong Would Have Died Without Shutting Down Failed Services
“We shut down Twice our services which are not working out. They were very painful they were big mistakes, but I'm proud that we did that, because if we wouldn't have done it we would have got killed.”
Playerify failed by building in isolation instead of shipping and iterating
“When we were building a Plurify, which is just play sports we kept on building the product for a considerable amount of time and we invested our energy. We should have just shipped a lot faster. We should have iterated a lot often.”