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 45 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
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 …”
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.”
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.”
Reddy: India will produce a dozen billion-dollar B2B companies by 2025
“I think we'll have a dozen of them by 20, 25.”
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.”
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 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.”
Several Indian tech startups will IPO by late 2022
“I think, you know, you will see several companies, several IPOs for companies being built out of India in the coming, you know, let's say, 12 to 24 months.”
Poddar: Remote Work Will Accelerate Software Job Creation in India
“And as remote work becomes the becomes a new standard the job, the software jobs in India will actually increase even more.”
Gupta: VC Deal Volume Won't Drop by Half in 9 Months
“I'm not sure the, you know, in nine months time, we will be doing only half the deals that we did before. We'll be doing probably better than that.”
Kapoor: India can produce 10 to 15 billion-dollar fintech companies
“So I think there can be at least 10 to fifteen billion dollar companies in India in the payment, in the fintech space in different, you know, categories”
Anandan: India is on track to reach 100 unicorns by 2025
“And you know, they, we are very much on track, I think, to you know, have a hundred unicorns in India by twenty-twenty-five.”
Reddy: Blume Ventures aims to reach $500M AUM by 2024
“By the fifth fund, which is maybe five years away and that's how far we've thought. So I don't know about 10 years, but five years is what we've thought. I want to be able to have five hundred million under management. That's when, that's 20, 24, right?”
Kompalli: ChatGPT will eventually launch its own advertising platform
“Then there is ads that ChatGPT will launch, and we don't know if there is some play there.”
Garg: Meta will spend $50B to $70B on AI GPUs
“Look there, Meta will spend well north of fifty billion, I think some number between 50 and seventy billion dollars on the underlying data set, on GPUs, essentially.”
Khalid: China Will Barely Manage 4% to 5% Economic Growth in 2024
“I don't think they can barely manage four to five percent this year.”
Ferrari: Bending Spoons will probably list in the US
“I think we will probably list in the U S because there is really no requirement. You can list in the U S from Italy.”
Malhi: AI will soon generate game mechanics and games from text
“It's not gonna be very far away from text. You can create game mechanics and actual games.”
Venture-backed tech companies will remain private for 10 to 12 years
“These companies are going to be private for, you know, 10 to 12 years instead of like eight.”
Singh: Indian female workforce participation will reach 30-40% in 20-30 years
“There is no doubt next two, three decades, the number will go to 30, 40%. When it happens, beauty, fashion are two categories which will heavily be impacted, right?”
Sinha: Digital payments in India will reach 25% of GDP
“I think today digital payments is like, what, 10, 12% of GDP. It will be, say, 25% GDP, like in private.”
Gupta: Rental prices will not drop, but growth will moderate
“Rentals will not go down, but it will not increase at this pace.”
Panda: Africa, Europe, and APAC will replicate India's UPI framework
“And this, what we see on, saw on the UBI is going to go back to other countries. I'm sure South African countries or some European countries, some APAC going to inherit and say, hey, this worked in India. Let's just copy the framework.”
India's digital transacting audience will soon reach 200 to 300 million
“So the hundred million audience, which is there today, transacting audience, will become 200,000,300 million.”
Jhina: Indian food staples will increasingly become processed as GDP rises
“As, you know, GDP per capita goes up, as the country becomes richer, more and more staples will become, you know, processed, et cetera.”
Viraj Sheth: Influencer deals will shift toward equity and hybrid compensation
“I feel like then this has been a chatter since a long while that this long form of association will now move on from just cash led deals to equity led deals where a lot of brands will start considering creators as partners in the very true sense of it, where t…”
Bajpai: ixigo will end the financial year profitable despite COVID-19
“Although what we can tell you is that even this financial year we are pretty confident we'll end on a profitable note.”
Kapoor: Rebel Foods is on track to become India's next unicorn
“The company has attracted top tier institutional investors after a round, and yeah, it's on it's on a good track to be the next unicorn out of the country.”
Maheshwari: India will likely face a glut of protective masks within weeks
“It's very likely that we may like China, we may have a glut of masks in, in a few weeks from now.”
The supply of gig workers will definitively increase post-COVID
“I think you know, on the supply side, which is the supply or the number of gig workers, I think will definitely go up.”
Time to Series B is shrinking due to better founder execution
“So I think my expectation is that the you know, the time, To a series B is, is shrinking you know, from what it used to be because the execution is superior because people are making fewer mistakes, and doing more right things you know, in shorter time frames.”
Anandan predicts India will see its third SaaS unicorn in 2019
“This year we'll certainly see a third actually very soon you'll hear about a third
SaaS unicorn.”
Subramanian: India's population growth will average roughly 0.5% annually
“India's population growth is like, it is likely to be about half a percent on average per annum.”
Kewalramani: India Likely to Maintain Larger Population Than China
“India has a larger population than China and India is likely to remain a larger population than China for the foreseeable future, because China's population decline is now well and truly set in.”
Singhal expects CoinSwitch to reach 1% of India's population within months
“So I think within a couple of months, we should be able to reach that one percent mark”
HealthifyMe expects to cross $50 million ARR by January 2022
“We are slated to cross fifty million dollars in our annualized run rate revenues by this coming January.”
Chadha: Neeman's will announce a new funding round within 45 days
“Hopefully in the next 3030, 45 days, they're gonna announce a new round as you are aware you know, it's being done by one of the best consumer investors out there.”