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 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
Khare: Enterprise Software Will Cap at 30% of Indian Startups
“Is enterprise going to be 50% of the startups in India? No. Yeah. I think maybe 20%, 30% is sort of where it might settle at the most because India's got such a huge consumer opportunity, right?”
Khare: PhysicsWallah Drives Funnel With 80 Million Monthly YouTube Visitors
“You think about physics in our portfolio, right? Famously, they have eighty million people a month coming to their YouTube properties, and that's the top of the funnel to then get into the rest of their engine.”
Khare: Every Indian E-Commerce Startup Had Negative Gross Margins in 2011
“I remember coming here in 20 11 before joining Lightspeed. And we had a, we were looking at an e-commerce company not to be named, and there were negative gross margins on it, and as an investor in the U.S. And an entrepreneur in the U.S., I literally never se…”
Khare: Global Content Production Is a Fragmented $400 Billion Industry
“Once you look at it, it's a four hundred billion dollar global industry of content production, but it's very fragmented.”
Khare: Innovaccer Raised Its Series A as a Horizontal Analytics Startup
“That's when the Series A happened, not as a healthcare... It was not a healthcare software company. Not a healthcare IT company.”