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 12 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
Gutwein: DTC Has Not Figured Out How to Scale Post-Adpocalypse
“I think that overall DTC as an industry has not figured out how to scale like the new channels now that they can't spend VC dollars on Facebook and Google spend.”
Jonathan Kumar projects Samaritan capping out as a $25M annual business
“I think when we win, this is a 15 to twenty-five million dollar a year business, so it's not in a stratosphere in terms of VCs and Facebook-type valuations, so we definitely believe there are returns to be had.”
Kamenetsky: Facebook ads have changed forever and won't get full spend
“Facebook has forever changed, and so we're never gonna go back in there full force.”
Nadel: Big tech platforms will replicate 1 Second Everyday and crush it
“He'll get some more traction, and then they'll introduce it, and they'll crush him.”
Phil Nadel claims he would not invest in a pre-revenue Facebook
“If a pre-revenue Facebook deal presented itself to me, I don't think I would invest because I don't invest in pre-revenue companies, and I don't know that I would be omniscient enough to know that this new, this Facebook, this company will be able to successfu…”
Pitts: Startups Fail From Poor Fit or Conflict, Not Ad Changes
“Startups usually fail for other reasons, like maybe they don't find product market fit, or they have personnel issues, like conflict with their co-founder.”
Hudson: Inexperienced DTC founders relying on Meta ads hit a buzzsaw
“If you're an inexperienced person who wants to exploit Facebook and Instagram for DTC, I think that's like running into a buzzsaw.”
Bilizarian: Teamable accesses GitHub and Facebook graphs, unlike LinkedIn
“A couple of things we do that's differentiated is we tap into social graphs like GitHub and Facebook, which LinkedIn, for example, can't do.”
Lee: Rooted Provides Plant Services to Facebook, BuzzFeed, and Nike
“So we have a store in Williamsburg, and then we do a lot of business services types of arrangements with companies like Facebook and BuzzFeed and Chovani and Nike where we do plant installations, rentals, and so forth.”
CultureForce counts Uber, Google, and Facebook among its early customers
“We're working with companies like Uber, like Google, Facebook, and what they're telling us is that they want more.”
Novak: PartySlate acquires emails for $1.50 and paid clicks for $0.05
“It's about to get an email address, it's about a dollar 50, but we're getting clicks through Facebook and others when we do paid marketing at about five cents. So it's a very low cost of acquisition.”
Thomas: Guru Games pivots to mobile and social casinos over hardware
“We're working with a social casino company to get basically free-to-play versions of our games up on casinos, say, on, like, your phone or, like, on Facebook. So, like, that, it's really that online side that we really found a better for us, a better match for…”