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 5 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
Lemkin: Dropbox maxed out its global market with 18.2M paid customers
“And he has 18.2 million paid customers now, but you know what it turns out? That's the whole world for him. Like it was crazy. And then for it's 18.2, because he literally has maxed out the global market share for what he has.”
Lemkin: Dropbox trades at only 2x ARR despite generating huge cash flow
“Dropbox, 2.5 billion growing six percent. That's not a growth company anymore, is it? It's fallen to the single digit. That's 33% margins. It generates almost a billion of cash, but Wall Street doesn't care. Back out all of its cash. It's only trading at two X…”
Wolan: Scaling Dropbox to $1B was straightforward; reaching $2B was not
“We were not the fastest company to go from a billion to two billion dollars, but what was interesting about it is, you know, it was like kind of a straightforward path to a billion, but a billion to two billion was not straightforward.”
Dropbox Reached 500M Freemium Users Before Selling to Enterprises
“We started as a consumer company, we had a ton of viral adoption, and we grew to nearly five hundred million of freemium users, and a few years into our journey, we really wanted to expand to businesses, and our customers were pulling us there.”