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
Rosenblum: Lunar Wireless Patented Its Pay-Per-App Mobile Technology
“These deals are not super common and like all of the whole process of paying per app is patented. And so all of that is our core technology.”
Rosenblum: Lunar Wireless Takes 11-Cent Margin on 25-Cent App Purchases
“On like a regular app, we'll do like 11 cents on a 25 cent purchase.”
Rosenblum: Lunar Wireless Has OEM Direct-Shipping Agreements Beyond BLU
“The real solution is this whole innovative model of shipping directly from the OEM, which by the way, Blue is not the only one who's agreed to it. Blue is the only one I could talk about.”
Nadel: Per-App Telecom Models Inevitably Attract Margin-Eroding Power Users
“Over time, this kind of model tends to gravitate towards more power users, right? It's a great service and power users will gravitate towards it. And so the use case becomes more power users.”
Nadel: Lunar Wireless Phones Will Mostly Serve as Spare Drawer Phones
“What concerns me is, is usage, because I see this as a phone that people will buy, put it in the drawer, and keep it in case they need it for a spare phone. Not have to worry about paying for it each month, which is great, but have it if they need it.”
Rosenblum: Lunar Wireless Is the First Bill-Free Carrier
“So we're Lunar Wireless, and Lunar Wireless is the first bill-free carrier.”
Rosenblum: Lunar Wireless Average Bill Is $15 Versus $73 National Average
“The average monthly bill that we see is about 15 dollars at the end of the month. The highest bill we've ever seen is 48, and the American average right now is 73.”
Hudson: Lunar Wireless will either be a massive acquisition or total failure
“It's either going to be a massive acquisition or a total failure.”
Rosenblum: Backing failed founders earns loyalty for their subsequent ventures
“If, you know, you invest in an entrepreneur and the company goes under, like that entrepreneur is not going to stop being an entrepreneur. And that early show of courage, you know, they'll always remember that. And when they, you know, go on later to start ano…”
Manus: All investors would have backed Lunar Wireless at lower valuation
“If you had stayed at 14 or whatever it was we all actually would have gone in.”
Rosenblum: Lunar Wireless last raised at a $14M valuation cap
“The last valuation cap that we raised on was a 14.”
Nadel, Hudson, and Manus finalize $125K investment in Lunar Wireless
“All of the investors have come through. They did their diligence and all of them have written checks. I'm so happy that they were able to do that. Really excited to be able to work with them. Yeah. Yeah. So, 25 from Phil, 50 from Charles, and 50 from Jillian.”