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 3 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
Glyman: Raising at high valuations is fine; spending it quickly is the sin
“I don't think it was a sin necessarily to raise at high prices. I think probably the sin was just spending it all really quickly.”
Glyman: At average profit margins, a dollar saved equals $12 in revenue
“For a business owner, you know, in the US, average profit margin is eight and a half percent. It means a dollar saved is not equivalent to a dollar earned. You know, a dollar of cost that you cut is equivalent to increasing your revenue by 12 dollars”
Glyman: Ramp's gap to trillion-dollar tech incumbents equals seed-stage multiples
“Mathematically a company like you know, an Apple or Microsoft or Nvidia, you know, talking to a ramp is almost like a ramp talking to a seed or Siri J startup. It's actually those multiples in between valuations are about the same.”