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 10 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
Manus: Passed on Tushy because founder dismissed investor feedback
“And that's the reason I passed, because she kept saying, you're wrong. And after that, I thought, you know what, I know nothing. About this. So there is nothing I'm going to be able to add.”
Altucher: Agrawal probably won't remain CEO of Tushy past a certain scale
“And I think probably you wouldn't be CEO of this past a certain level, is my guess.”
Phil Nadel passes on Tushy over defensibility, market education, and founder history
“My concern is I don't see enough that's proprietary in, in the product functionality I'm concerned about going on this educational journey with you. You know, where it's, I see it as a journey, and I'm sure you do too, of educating a market that's not accustom…”
Daniel Gulati passes on Tushy citing unfavorable LTV to CAC math
“I just don't see enough of a gap between sort of lifetime contribution margin and paid customer acquisition costs for this to be A huge business, and so for that reason, I'm gonna pass too.”
Agrawal: Bidets lack US adoption due to pricing and millennial messaging
“They are, but they haven't become ubiquitous, mainly because of the price point and because of the cultural relevance. Like, they don't know how to talk to Especially the millennial consumer.”
Agrawal: Tushy will fund growth via retained earnings without raising more capital
“This is the hope, was to get to profitability very quickly, and so we don't have to raise any more money. You know, it's been my goal all along. You know, just like my previous company, we just raised, you know, just what we needed, and then we hit profitabili…”
Agrawal: Tushy raised $1M and is near profitability
“We raised the money, and we're pretty much profitable now, so it's actually epic. ... Nope, just raised the million.”
Manus predicts Miki Agrawal will succeed with Tushy without pitch investors
“To tell you the truth, I think she's going to succeed. I really, really do. I know. Without us.”