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 4 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
Hudson: Honey charges low commissions compared to double-digit Google ad costs
“So it's not like the marketing spend on Google where you're spending well into double digits percentage of revenue on acquisition or what you're spending on Facebook. We're talking like really small numbers and Part of that reason the rates are low is actually…”
Hudson: Browser Extensions Have Superior Natural Retention Over Mobile Apps
“Chrome extensions or browser extensions generally have an insane retention characteristic that they completely solve for. All of the problems that people are having on mobile, of how do you not just get somebody to download your app, but to remember to use it …”
Hudson: Honey's Early Referral Loop Took Months per User
“One of the reasons honey in the early days grew at a steady, but slow rate is the cycle time on that growth loop was measured literally in months. So the time from Somebody installs Honey to they get a coupon that works, which is like the aha, this thing actua…”
Hudson breaks down unit economics driving VPN sponsorships on YouTube
“The reason for it is one, it's pretty high recurring revenue, high LTV product. So like you can afford to do marketing spend for a product like that. The second piece is the YouTube audience is like two third international. And so it's an efficient way to reac…”