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.

clear all ✕

why aren't all 2 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

Assertion Supported
Choi: Rubrik IPO'd at $5.6B Valuation After Burning Over $700M
“This is a data management and security software platform that went public in April with a market cap of 5.6 billion dollars. They were around eight hundred million of ARR and are now trading at seven times ARR multiple. And you'll notice that difference in cas…”
Kathy Choi Feb 21, 2025 ▶ 8:41 The Real Data on What it Takes to Go Big and Eventually IPO with Meritech Capital
Assertion Supported
Lemkin: Only two SaaS companies have IPO'd since December 2021
“There've only been two SaaS IPOs since the crash of December of 20, 21. There's only been two. In fact, there's only been one point 1.5 because rubric is in process of going IPO.”
Jason Lemkin May 3, 2024 ▶ 12:51 The 3 SaaS Metrics That Matter in 2024 with SaaStr CEO and Founder Jason Lemkin
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