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
Siemiatkowski: Klarna can re-underwrite half its balance sheet in 60 days
“The difference with Kelowna is people owe us on average, 80, a hundred dollars, and it's just outstanding for four weeks, six weeks. So when the recession comes, what we do is we change our underwriting models. We become a little bit more restrictive. And in o…”
Siemiatkowski: Klarna swung from -$100M to +$1M-$2M monthly profit in 2 years
“It was pretty cool that two years later we had, you know we turned to profit from minus a hundred million dollars a month to plus one or two million dollars a month, which was, that's a pretty big swing.”
Agrawal: At least one of Klarna, Discord, Databricks, Cerebras, Anduril will IPO this year
“I think at least one of them will go public this year.”