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 114 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 114 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
BigBasket may be India's first e-commerce company to break even
“As a result of which we are likely to break even also very soon. So we might possibly be the first e-commerce company that would break even as a result of this approach.”
Kompalli: OpenAI and Anthropic will never offer direct brand optimization services
“So I don't think an open AI or an anthropic will ever go to Nike and say, I will help you win. Because that's unfair.”
Senpaty: Propelld matches SBI by lending to 150k students annually
“In terms of number of students, we give Loans to about one and a half lakh students every year, which matches SBI.”
Propelld projects net interest income will reach 220-230 crore INR in FY27
“In FYI, our net interest income was 75 crores. In fi-twenty-six, we are doing 150 crores, so doubled our revenues. In fi-twenty-seven, we will grow probably 80%, so two 20 to 30 crores of revenues.”
Propelld targets FY30 IPO with 6,000 crore INR in AUM
“Where we project us to be at FI 30 you know, where we want to go for a public listing, we'll be close to around say around 6000 crores sort of assets under management. We right now are close to 1500 crores even.”
Rekhi predicts India will match US wealth within 25 to 30 years
“India is going to be now as rich as America. Eventually, we got our economics right. We have our politics right. So it's a matter of time. Whether it's 25 more years, 30 more years, you know, India is growing much faster than the US.”
Ramdas: 41% of the Construction Workforce Will Retire in Six Years
“The industry is in a crisis, and to get you to understand the size of that, that problem, about 41% of the workforce will retire in next six years.”
Aggarwal: Major cloud providers will never build cross-stack autonomous infrastructure solutions
“They probably won't because they'll stick to their own stack. And they'll always get limited to what they can do for their stack. They will never do a cross stack. Plus they will never go downstream to solve the problem.”
Bhushan: Two to three multi-billion-dollar Indian tech acquisitions will happen within 10 years
“But hopefully two, three of this should happen in the next 10 years, and I'm guessing that one of the Indian companies that are going public, or have gone public, would be the ones leading the charge.”
Ahluwalia: Zomato could become a $100B company in the near future
“I can think Zomato could become a hundred billion dollar company, not very far away.”
Dodda: MoEngage turns profitable this fiscal year, plans IPO within 2-4 years
“We are also turning profitable by end of this fiscal year. So, so that helps us, like, we're getting ready towards, towards kind of, Building a company that can go public in the next yeah, near, near timeframe, somewhere between in the next two to four years s…”
Dodda: Freshworks will be the next Indian SaaS company to hit $1B
“Yeah, I think we have Zoho, which is already, and then I'm sure like Freshworks will be the next, and there'll be a lot more that will follow.”
Garg: Consumer tech companies will reach India's top five by market cap
“I have this very simple top-down view that in 10 years in India, like in other geographies, they will be tech company tech companies, consumer tech companies in the top five.”
Sanghi: Data center total revenue is expected to quadruple in a few years
“Data centers are already growing at very high rates, you know, anywhere from 25 to 30% as per industry standards. They're expecting the data center Total turnover or total revenue of the data centers to, you know, literally quadruple in a few years, right?”
Bajaj: Global LP allocations to India will never reach 30 percent
“India has always been in the single digits at best, maybe 10, 15%. I think, I don't think India will go to 30% because I think people have learned a tough lesson in China.”
Atmospheric CO2 will reach 600 to 650 ppm despite net-zero targets
“Even if we get to net zero by 20 70 or 20 80, which is when people expect the planet to get to net zero, we are going to go from 440 parts per million to something like 606 150 parts per million.”
Khalid: Trump Administration Cutting Deficit to 3% Is Virtually Impossible
“They want the deficit to be three percent, which I think is going to be impossible virtually in Trump's administration.”
Khalid: France and Germany Will Oppose Ukrainian NATO Membership
“Yeah, I don't think anybody wants to bring Ukraine into NATO anymore. That, that is not even on the cards. France and Germany will oppose it tooth and nail.”
Subramanian: China's working-age population will decline 30% in 25 years
“In the next 25 year period, actually China's working age population is likely to decline about 30%.”
Clifford: AI decacorns will be built in India
“I think there will be AI decacons built in India, and I think now's the time to start.”
Swami: Kunal Shah's Second Venture Will Be An Order Of Magnitude Bigger
“Yes, there is someone like Konal Shah who had an amazing outcome the first time and is going to have, you know, a couple of orders bigger outcome, you know, perhaps the second time around, right, certainly one order more.”
Kumar: Kovai.co aims to reach $100M revenue by 2030
“I think one of the long term plan is whether we can create a hundred million dollar company by 2030 is what we are looking at. Multi products and then scale to that level. And I think we are hopeful we will be able to achieve that and all the focus and directi…”
India Will Become the World's Third-Largest Economy Within 3.5 Years
“In three to three and a half years time, we will go past Japan. Then we will be However you measure it, the world's third largest economy.”
India Has a 25-Year Demographic Window Before Population Aging Sets In
“No, we have 25 years to do it. Whatever we want to do, this is it. After that, we too age. Ok, number one. And our population will not be growing, and at some point it will be declining. Well before the, you know, somewhere in the 20 fifties, and I'm hoping to…”
Kumar: India's market cap could reach $15T in 10-20 years
“India today has, you know, about three, three and a half trillion dollars of publicly traded market cap. You know, and we think that in these next 1015, 20 years, that number could be like fifteen billion. 15 trillion dollars.”
Sinha: Cashfree aims to serve 10% of India's total transactions by 2030
“2030, I think we should be serving 10% total transactions in India.”
Sinha: Cashfree is targeting $1 billion in revenue by 2027
“If you look at revenue growth, you're looking to head, like, one billion dollars of revenue by 2027. So that is the plan I think we have in our site.”
CaratLane targets ₹10,000 crore revenue and 20% EBIT margin in five years
“Oh no, I think we have set ourselves five years, 10,000 crores. I mean, I think more than a billion dollars, unless the rupee further depreciates and goes in that direction. But yeah, and a 20% EBIT business is a long-term healthy business, you know, so we wan…”
Households in Indian gated communities will double to 30 million
“And as of today, sixteen million households are hosted in these gated communities, and this number is going to go up to thirty million households.”
Menon predicts BigBasket will become a $10B company under Tata's ownership
“We will still build a ten billion dollar company. So there is nothing different in BigBasket.”
Chadha predicts Bira 91 will IPO in India within 5-7 years
“I think that for instance, for me is again, a story for the next five years, seven years I am sure we will see Bira being listed on the Indian markets.”
Sinha predicts ShareChat will grow at least 3x to 5x further
“So, and if share chat goes at least three to five times from here, Which I believe it will, because most of the investors who have invested in this round, they believe that.”
Sarin: India's Per Capita GDP Could Reach $15,000 In 20 Years
“So we're already at 3000 over about 20 years. I think there's a good chance that we should get to about 15,000 or so, and that is where we will get categorized as a mid market, you know, affluent nation from a poor nation currently.”
OpenAI partnered with Turing to teach GPT-3 coding and tool use
“OpenAI came to us when they were training GPT-III and they wanted to teach GPT-III to code. So we collaborated with them on teaching the models to code and to do tool use, function calling”
Sidana predicts VC partnerships will always outnumber solo GPs
“Because of social reasons, It's not a stable long-term system, and so we will always see more partnerships than solo GPs.”
Rekhi predicts India will overtake Germany as third-largest economy in 2-3 years
“We'll be number three, yeah, when we overtake Germany, maybe in two, three years from now, right?”
Sikri: India will soon become the third largest economy
“And soon we are now the fourth, I think we'll soon be the third.”
Manickam: Domestic Indian Firms Designing 2nm/3nm Chips Are 4-5 Years Away
“Indian company designing a two nanometer, three nanometer, Indian, Indian company, not a GCC. It's a ways off. I would say probably four, five years from now.”
Garg: China builds 10 nuclear plants yearly to double capacity by 2030
“The amount of China is building 10 plants every year. 10 nuclear plants every year. And they've been doing it consistently for the last four years. So by 2030, they're going to double their existing nuclear capacity.”
Sharma: India has established its first global standards organization
“India has created the first DS first global DSO from India.”
Delhi will experience month-long 50-degree heatwaves and mid-50s maximum temperatures
“Delhi, for example, is going to go to a max temperature in the mid fifties. We are going to have heat waves where the temperature is going to be more than 50 degrees for perhaps a month at a time.”
Manickam: Global semiconductor market will double to $1T in ten years
“The semiconductor market is supposed to double, right? It's about half a trillion right now, right? 506 hundred billion dollars is a semiconductor market. It's supposed to double. Right. It took about 40 years. So, you know, to get to this level in the next 10…”
Allebest: Chess.com will eventually become a public company
“But I do think we'll be there one day.”
Lahiri: 7% annual growth pushes per capita GDP over $10k by 2047
“So, seven percent growth day in and day out every year will take you to over 10,000 by 2047.”
Subramanian: US nominal GDP will reach $60T-$65T by 2047
“So, you know, so, so I estimate, I think their economy might be about, you know, 60, 65 trillion. So when we are 55, they may be about 60, 65 trillion.”