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 21 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
Investors using assistants to schedule founder meetings will not get allocation
“Like, there's nothing that turns, like, I can, like, if you've done this, you're probably not getting any allocation, because you've, like, ticked me off, because you've just told me I do not find you important enough. I need my assistant from the fucking Phil…”
Founders should not start companies without aiming for $100M ARR year one
“If you don't believe that you yourself can get to a hundred mil ARR in the next year, then you should just don't fucking build a company cause you don't have the balls to do it.”
Kim: Generational tech giants often start with controversial or questionable use cases
“Ultimately, we want to back companies that become generational and become very, very large. And a lot of the origin story of companies can be questioned when looked back in from the history or from sort of current looking back, like Facebook started was hard o…”
Cluely strictly hires world-class engineers or influencers with 100k+ followers
“We only hire one of two types of people. You're either an engineer or like a world-class engineer or you're an influencer and also like a world-class influencer with like high alcohol. There's nobody who's not a great engineer who has less than a 100,000 follo…”
Cluely remains invisible to screen share and undetectable to others
“We are the tool that lets you use AI without anybody else knowing. We're still invisible to screen share. We still have all our undetectability features”
Cluely secured enterprise contracts entirely through Lee's Twitter presence
“The only reason I have the contracts that I do right now is cuz the decision makers at these enterprise companies have seen my Twitter and think I'm funny and are rooting for me.”
Cluely is the best early-stage startup at distribution worldwide
“But if the poor bet is that distribution is the most important thing, then obviously like we are the best distributing in the world right now at least in, in the early stage.”
Cluely spends $50,000 monthly on DoorDash to accelerate product development
“Like right now, like we will literally spend like 50,000 dollars a month on door dashing random food. Just so we like spend more time, like spend less time cooking because everyone is more efficient and we can like grow the product faster that way.”
Serious founders should eliminate work-life balance and live at work
“You need to work where you live if you're serious about building the company. Like work-life balance should not be a thing that you think about. Your work should be your life and vice versa. And if that's the case, then the best way to realize this is by liter…”
Cluely allocates roughly 80% of its venture capital toward marketing
“The budget is essentially all of our investor money. Probably like, 80% of it.”
Kim: Cluely has good margins and founder claims profitability
“We know the product has good margin. He's said a couple of times he's profitable.”
Kim: a16z does not shy away from polarizing startups like Cluely
“I'm a lot less worried about it, worried about that because as you know, we, as one of my partners put it, we run into fires. Yeah. Right. We're not, we don't shy away from that. So that's okay. What I am more focused on is making sure the image and the brand …”
Cluely spent the founders' $140,000 life savings on its launch video
“Cluley launch video was a 140,000. Yeah. It was before the raise, too, so at the time it was, like, our entire life savings.”
Cluely makes more revenue from enterprise customers than consumers
“Right now we make more money off enterprise than consumer, which is pretty crazy. But I think it's because we're still warming up the marketing for consumer and they're larger customers than consumers are. Yeah. Yeah. Yeah. Yeah. Like the contracts, like are l…”
Translucent overlays will replace chatbots as AI's future UX
“The chat bot is obviously the wrong interface. What is the correct interface? I think Apple is exploring, like every, every single smart glass company, Apple, like they're exploring the idea of AI integrated in your life. And what this looks like for them is l…”
Cluely is profitable despite aggressive marketing and operational spending
“Like we're literally profitable and we spent, like we spent as much money as we can. There's almost zero expense that goes unapproved by us.”
Cluely's 50 interns are mostly user-generated content creators, not in-person staff
“50 interns never meant 50 interns. Well, not, not, not 50 actual in-person interns the same way that you think about them today, but it means, like, five interns and, like, say, 45 UGC creators.”
Kim: a16z check sizes are dictated by strict fund ownership requirements
“We do have some ownership requirement given the size of the fund and how big we need to believe the company becomes and There's some triangulation of where that needs to work. So maybe the founder says, Hey, like I have a need for thirty million dollars, but t…”
Lee's provocative online persona is strictly optimized for attention on Cluely
“Who I am online is like the craziest person ever. I'm optimizing for one thing, and that's eyeballs on Cluey.”