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 50 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
Sharma: Tejas Networks will replace Huawei globally within a year
“What if I tell you that a year from now, it'll be Tejas. And if it is Tejas, then you have to take me out for lunch. And if it is not Tejas, I'll take all of you out for lunch, right? As having lost the bed.”
Quick commerce will cap out at 25 percent of total grocery purchasing
“So these are the two strong use cases, and in my view, this will contribute to about 20 to 25% of the grocery buy, and that's it. Rest of it will continue to be planned and continue to be the way it's working”
Menon claims BigBasket will be the only profitable quick-commerce grocery player
“The only one that's going to build a profitable model today is of us because it's not for us. It's an extension of our business, right? I've got the same DC, same supplier, same everything. My supply chain is just getting more and more loaded, which helps me g…”
Ambati: AI inference market will reach $1.3T-$1.4T by 2030
“The inference market is one of the largest or so the fastest growing CAGR. So what we are seeing is about 94% CAGR. And then, you know, today, I think around 20, 26, we are looking at an eighty billion dollar sort of market. But soon by 2030 it's gonna be a 1.…”
Pai: India will likely have more tech workers than the US by 2026
“By 20, 25, 26, we probably will have more people working in technology than the United States.”
Pai: India will hit a $5 trillion GDP by 2026
“I think by 2026, which will reach five trillion dollars GDP, the rupee dollar remains the same.”
Pai: India will overtake Germany and Japan's economies in 2-3 years
“We'll be the third largest economy, because today we are at 3.4 trillion, by March 24, we'll be 3.7 trillion, Germany is 4.3, and Japan is 4.4, so we'll not take it. In the next two, three years, we'll not take it. They're not growing.”
Radhakrishna: Koo will be more profitable than any Indian social platform
“So I think all of these reasons put together, these have come together now and kind of like, you know, answered why we exist and why we will be more profitable than any other platform that has started off from India.”
Virwani: WeWork India will hit $1 billion in revenue by 2026
“So, yeah, I think within three years.”
Viable quick commerce delivery windows will settle between 30 and 90 minutes
“So you will build a model which is within 30 minutes, right? Less than 30 minutes. There'll be some which will go up to 90 minutes. So 30 to 90 is the range you'll find. Less than 30, less than 90.”
Bijapur predicts SpotDraft will reach $100 million ARR within three years
“In the next three years, we'll be a hundred million dollar ARR company.”
Jain Predicts 25 to 30 Indian SaaS US IPOs by 2025
“So I think three to four years, you will see a whole more companies probably I don't know, 25, 30 companies IPO-ing from India in the US.”
Singhal: CoinSwitch aims to reach 100 million users in four years
“The goal of CoinSwitch is to reach hundred million users in the next four years, right? Which is a very audacious goal in a fintech ecosystem, but we believe that through the right investment we can make that happen, right?”
Acharya: Zetwerk has runway to reach $10B revenue in five years
“I see us having a pretty strong runway to even ten billion dollars of revenue in the kind of next, you know, five, five years, kind of time, time horizon.”
Singh: Pratilipi Comics will lead all Indian comic publishers by 2023
“In fact, I'm pretty sure, like, I will take, I will give good odds that in the next two years we'll be the largest comic player, like, that's it, like, online, offline, whatever. Both in terms of titles, in terms of revenue, in terms of users, everything.”
Jhina: Jumbotail will build a $7B-$10B business in five years
“And now we're, you know, looking at expanding, you know, three, four X you know, over this year and over the next five years building a, you know, seven to ten billion dollar business because of the fact that, you know, the model is replicable.”
Sharma: Major Tech Companies Will Announce Global DEPA Adoption Soon
“And some of them are going to announce in the coming months that they will follow our system. DEPA on a global basis, even in jurisdictions that don't require them to follow.”
Subramanian: US fiscal deficit will reach about 8% to 8.5%
“This year, I think their fiscal deficit will be about eight, eight and a half percent.”
India Will Surpass Germany's Nominal GDP Within Two Years
“Now in dollar terms, we will go past Germany in about 18 months to two years time.”
Lunia: Lendingkart, Sugar, Oakter, and ShareChat are lined up for IPOs
“So hopefully we'll see Lending Cart and Sugar first. There's a company called Okter. It's a home automation. They build these Paytm sound boxes, the profitable company, electronics outsourcing maybe in 18 months, they'll go a little bit later and maybe in 36 m…”
Bisu: Kuku FM Targets 10M Paid Users Next Year, 50M by 2025
“So our plan is to cross ten million paid users by next year, and then fifty million by twenty-twenty-five.”
Kumar: Upstox to achieve 25% to 30% PAT margin this fiscal year
“No, we're pretty much already that. Right. We're already you know, almost there, but yeah, by the end of the FYI, I think throughout the whole year, we'll, we'll probably be like a 25, 30% path business.”
Mukherjee: Sugar Cosmetics aims to delay IPO until around 2025
“So yes, I think definitely, but we probably will wait for a couple of years. So maybe 20, 25 or so. And we're not burning us, you know, money. So I, that's what I think the board is aligned to right now.”
Sinha: Cashfree will hit $100 million in revenue this financial year
“I think by end of this financial year, we'll be hitting a hundred million dollars of revenue.”
Ahluwalia: $10M startup funding rounds will not return until 2024
“And if the ten million rounds have disappeared in starting 2022, and I think they'll not come back till 2024.”
Khurma: Cuemath will cross $50M in revenue within 12 months
“In terms of the revenue scale, we'll do something over the next 12 months, we'll be, we'll cross fifty million in terms of revenue, so we've been growing very nicely.”
Bisu: Kuku FM targets 50 million paid subscribers by 2025
“So our plan is to cross ten million paid users by next year, and then fifty million by twenty-twenty-five. Then hundred million will be our next target.”
Gutgutia: Ferns N Petals will complete its IPO within two years
“We should be done with their IPO, which would be happening in the next two years.”
Mehta: The Whole Truth aims to hit 100 crore INR ARR by year-end 2022
“And hopefully by the exit of this year, we will be at a hundred crore ARR.”
EaseMyTrip aims to become India's largest travel portal within two years
“We are the second largest travel portal right now. And in the next couple of years, we are looking forward to change the status again.”
Acharya: Zetwerk on track to hit $1B revenue within six months
“I think what we can say that, you know, we are very much on track to cross the billion dollars of revenue. Maybe in the next six months.”
Gupta: Route Mobile will reach $1B revenue in 4-5 years
“If you say with current run rate, probably within four years down the line, I will have a billion dollar revenue or five years down the line. Because we are talking about the numbers which we have achieved year on year basis, and we have seen the growth. If yo…”
Chadha: Lendingkart Is Profitable and Will IPO in 2–3 Years
“Lending cart is from initially, you know, losing a lot of money because for running for growth is, you know, tremendously profitable now. So then I think that I, I'm very confident I'll see, we'll see an IPO in the next two, three years as well.”
Jumbotail expects to surpass $250M scale by end of 2021
“We will be, by end of this year we would well cross two fifty million dollars scale”
Lakhamraju predicts the global corporate training market will transition 100% online
“Maybe some of it for very senior leadership will go back offline, but for most of the others, it's going to be a hundred percent online. So the entire corporate trading market is going to go online.”
Sharma: India's Account Aggregator will hit 50M monthly transactions by December
“In a recent meeting that we had you know many people were convinced that we will end this year in December with a run rate of fifty million transactions. So I told them I'm coming to this podcast. Can I mention it there? They said, yes, you can. So I'm, you kn…”
Manickam: India's Semicon 2.0 budget will target ecosystem and product companies
“The two point O is going to be announced, you know, the next budget. And there's significant amount of money that is coming. Now they may focus on the ecosystem guys, equipment guys there are chip product companies and so on. May not be as much for the manufac…”
Agarwal: ElectricPe will install 2,500 charging boxes across Bangalore in one month
“They are, as of today, they are yet to install, they are, they have some test boxes installed, but in the next one month, they are going to install 2500 boxes across Bangalore.”
Deshpande targets a ₹350Cr equal-gender revenue split within two years
“I feel that in the next two years, we can build a 300 to three 50 crore equal brand between men and women.”
Chadha: Flintobox's 2021 Cashflow Will Multiply Its 2020 Revenue Post-Pivot
“So they pivoted and that company over the last you know, I can say that in the last three months, the cashflow that they're generating is probably going to be more than not three months, but let's say this year, the cashflow that they generate will be more tha…”
Chadha: Wingreens May Reach 500 Crore Revenue in a Couple of Years
“When we first saw it was a three crore a year business. This year they're already on track to be a two 50 crore a year business, and maybe in a couple of years will be a 500 crore a year business.”
Nexus VP predicted in 2020 that Druva would IPO by 2022
“Dhruva has grown, grown very big and hopefully like, you know, incoming Coming year or two, we can take the company public.”
Sethi: Rage Coffee is on track for ₹100 crore in 2022 sales
“We are on track this year to achieve a hundred crores in sales.”
Gutgutia: Ferns N Petals will reach close to ₹1,000 crore revenue in 2022
“I mean, if all the verticals put together, we should be close to a thousand crores this year.”
Shivku Predicts Exotel Will Grow Top-Line Revenue by Another 70%
“And we anticipate the growth to continue. We'll likely hopefully grow at another 70% this year as well.”
Sasi: CloudSEK will grow from 100 to 400 customers within two years
“We are going from a hundred customers to one, we're gonna go from a hundred. To two 50 customers, you know this year, this financial year. From there, we want to go from two 50 to 400 customers the other year. So within two years, we'll grow, we'll reach close…”