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 104 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.…”
Khalid: India Will Favor Musk's Starlink Over Domestic Telecoms
“If you give me a sort of a, if I was a betting man, I'd bet that they will probably tilt towards Elon, right?”
Khalid: Israel Cannot Destroy Iranian Nuclear Facilities Without US Help
“So are they going to escalate before and take out Iran's nuclear facilities? I don't think they can physically do that without help from the U.S.”
Khalid: Yoon Impeachment Will Block South Korea's MSCI Developed Upgrade
“The president is going to be impeached. And when the president is impeached, well, you can forget about economic reform. You can forget about South Korea being upgraded by MSCI from emerging market to developed markets.”
Mobius: The world will not enter a global recession anytime soon
“I don't think the world is going to go into recession anytime soon simply because there's just too much going on, too much growth going on. Of course, you will have downturns from time to time, but these will be temporary. That will not be something that will …”
Chanchani: Indian startup IPOs will cap out at $4B this year
“So anywhere between so what is said is that for FYI, this particular financial year we'll end up having IPOs around one lakh crore, which is what? About 12 odd billion dollars? Just twelve billion dollars, right? So what does that leave for us? Maybe about, yo…”
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.”
Goyal: Late-stage venture funding will collapse in 2023
“I think 2023 is going to be a very hard time. What that means is that as public comms correct, or have corrected, I'm sorry, you will see that the late stage funding is going to go for a toss totally.”
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.”
Mittersain: In-app purchases will dominate Indian gaming revenue by 2026
“So I think in the next three to five years, you will see in-app being the predominant source of revenues for gaming in India.”
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.”
Reddy: India will produce a dozen billion-dollar B2B companies by 2025
“I think we'll have a dozen of them by 20, 25.”
Indian diaspora vote will shift from 70-30 to 60-40 Democrat-Republican
“70% of Indians, Indian diaspora people normally vote Democratic and 30% Republican. I think we'll start seeing a shift now. It'll be more like 60, 40. 60 Democrat, 40 Republican.”
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.”
Sanghi: AI data center rack power density will soon reach 130 kW
“I remember when we started net magic, our average density of rack was like six kilowatts per rack. Then it went to 10 kilowatts per hour, then went to 22 kilowatts per hour. Now it's at 40 kilowatts per hour and very soon it will go to 130 kilowatts per hour.”
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.”
Clifford: EF has two unicorns and expects a dozen more soon
“We have two unicorns so far and we have probably another dozen that I would expect to become unicorns over the next couple of years, you know, that are sort of valued in the mid hundreds of millions.”
Srikantaiah: Bangalore wastewater reuse will be world's second-largest after Mexico City
“And when all the projects are done, when all the treated wastewater will go to these surrounding districts, it will be the world's second largest project of its kind, next only to that of Mexico City.”
Agarwal: Prompt engineering will be automated by domain-specific bots
“My thinking is that even that will become a bot that will start to prompt based on the domain area that, that I am, that it's able to go and feed that information. So right now, obviously prompt engineering, because then you can get the answer the way that you…”
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.”
India Will Grant 100,000 Patents Annually Within Two Years
“In one half to two years time, we will be doing a lakh patents a year.”
India Will Likely Achieve 7% Full-Year GDP Growth in FY24
“So without the benefit of a global environment that is expanding, we are managing to hit, for the full year, we'll probably hit something like seven percent. That's a really solid growth rate. Easily makes us the fastest growing economy in the world.”
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.”