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 1,266 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 17 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
Trofimova: CPG brands spend $2T globally on untraceable marketing
“It's two trillion dollars globally is what they spend on marketing, completely in the blind, with no traceability.”
Muccio: Charles Hudson ghosted Sundae founder after diligence call
“Anastasia followed up over email twice, but got no response from Charles.”
Alvarez: Jungle experiences 12% churn in-semester and 19% in summer
“So the churn on our paid subscription is 12% during a semester, and then around 19% during seasonality moments like summer.”
Material cuts nanomaterial manufacturing costs 100x to sub-dollar per gram
“We've actually developed a way to manufacture these nanomaterials at fractions of a dollar per gram, which is, I mean, a hundred X cost decrease over what we have in the lab.”
Castellanos: Science on Call rolled out no-human-in-the-loop troubleshooting
“So in the last week we rolled out fully end to end conversational troubleshooting. So there is no human in the loop to respond to a text.”
Muccio: Jesse Middleton ghosted Science On Call after the pitch
“After the show, two calls and a ghosting. Jessie's the ghost. Jessie, check your email.”
Fielding: $350 annual per-user employer fee is unseen in B2B software
“For healthcare, I haven't seen it for software.”
Kwok: KAV has an estimated $15M to $20M R&D moat over potential rivals
“Right now, We have probably like a 15 or twenty million dollar R&D moat between us and them.”
Gupta: Unlike big brands, KAV Sports achieved custom manufacturing profitability
“I think, broader, a lot of companies have tried custom. Big brands. And they just can't get it to work anywhere near profitability. And this company has.”
US Revenue Hit 25% of Italy's 8-Year Total in First Year
“I mean, in less than one year, I'm making more than 25% of all the revenues that I'm generating in Italy in eight years.”
The government opened $1.2B in Work-Study subsidies to for-profits in 2020
“Around three billion dollars in wage subsidies comes from the federal government and the state government. So each year there's a program called Work Study. It's about 1.2 billion dollars. In 2020, they opened it up to for-profit companies because college camp…”
FolioWorks is the first Work-Study employer of record for for-profits
“And so they opened up to for-profits and we became the first company to be the employer of record on behalf of any other company.”
Lockstop: Competitors Cost 5 to 100 Times More and Require Heavy Infrastructure
“But those existing solutions that are out there, like Uni and Bike Keep, cost five to a hundred times the cost of a lock stop device. They require infrastructure and a lot of space allocation.”
Kinzie Lux: Ride iQ TAM exceeds $20B across four verticals
“The TAM is north of twenty billion dollars when we expand across three other verticals.”
Blue Nile's online customization tool has not changed in 10 years
“Well, no, because they're, they already technically have a version and hasn't changed in 10 years.”
Stahl: HILOS holds exclusive deal with the world's largest 3D printer
“We have incredible partners that the largest, most industrially scaled, three D printing partner in the world that we have an exclusive relationship with.”
Besenval: Natrion is piloting with 10 automakers and cell manufacturers
“We're currently piloting with 10 automakers and cell manufacturers where they're actually evaluating our materials and battery cells.”
Jillian Manus: Ginger, Hurdle, and Kaiser already have mental health video libraries
“I invest a lot in this space and I know that there are a lot of companies like Ginger and Hurdle and a number of other ones that have this content. Just Kaiser, even the healthcare systems, has a whole library of these exactly looking like this.”
Ariana Vargas: Sequoia advised Stigma against pursuing the B2B HR path
“I went to San Francisco and met with Sequoia and they were like, this is a bad path. Don't go down it.”
Wheaton: Wardrobe and Pickle aren't truly peer-to-peer and hold centralized inventory
“A lot of the examples that I've seen, for example, wardrobe or pickle, a lot of these very recent platforms that are popping up are not actually entirely peer-to-peer. They call themselves peer-to-peer, but they still have centralized closets where you pick up…”
Muccio: Only about 10% of demo day investment commitments convert to cash
“A lot of the investment that they get at demo day doesn't actually follow through. I want to say it's something like 10% actually ends up in the bank.”
Coder: James Altucher ghosted Aunt Flow after offering an investment
“Never heard from him ever after the show.”
Allen: Rowvigor CTO ghosted a crucial San Francisco investor pitch flight
“I had bought him a plane ticket and, you know, and we had talked about how important this was and he just missed his plane and didn't say anything or attempt to get on another one.”
Caldwell: Bank denied founders' home equity loan despite strong credit and homeownership
“Courtney and I, we own our house, and we've had a nice credit score, so went to the bank, filled out the paperwork, and got denied.”
Muccio: Investor Jillian Manus convinced a portfolio company to return PPP money
“But if you listen to investor Jillian Maness, she says that the government should not be giving any help to some startups. And she even convinced one of her companies to give their PPP money back.”
RealKey's MVP reached $70,000 MRR in its first four months
“In fact, our MVP within only four months, Reach 70,000 MRR and we're raising a million dollars right now to go through and to grow our sales and support team to grow our current market.”
Debbie Wei Mullin notes obscure coffee brands are selling for $300M
“Coffee companies that you haven't even ever heard of are selling for three hundred million.”
Srinivasan Claims Spot On Customer Acquisition Cost Is Under One Dollar
“So, currently our customer acquisition costs are under a dollar.”
Lee: Sene maintains an online order return rate under 6 percent
“Our return rate for online orders is sub six percent.”
Goldberg: Most consumers are perfectly happy with standard apparel sizing
“And then the majority of people are actually happy with the standard sizing systems.”
Hyatt: Scaling a consumer social startup costs an order of magnitude more today
“The cost to scale this kind of company, I think, has gone up an order of magnitude than what it used to.”
Israel says vaping illnesses stem from black-market THC, not nicotine vapes
“If you look at nicotine-based vapes, there hasn't been any directly related health crisis or crises that have sprung up because of them. It's all been linked to THC and vitamin E or vitamin A acetate and the THC kind of black market pods.”
Dufu cites a report showing 0.6% of VC went to Black women
“I don't know if you guys know the statistics, but last year, Digital Undivided produced a report called Project Diane, and out of all the venture capital that was raised from 22,009 until that year, only .6% of it went to Black female founders.”
Flynn: Charles Hudson ghosted Sun and Swell after committing to invest
“Yeah, I tried to reach out to him a couple times and I just, I never heard back.”
Metapixel's embedded metadata survives screenshots and image cropping
“It locks in the important metadata into the image itself, so it cannot be destroyed through cropping, screenshots, anything like that.”
Madho: Only 0.1% of luxury clothing fits 67% of American women
“0.1% of luxury clothes are available to the 67% of American women.”
Michael Hyatt: Lab 141 lacks working equipment and commercial proof
“There's no equipment yet. There's no proof in the pudding. There's no real work through.”
Hoagland: Vetted onboarded eight VCs with 900+ portfolio companies in 3 weeks
“Over the last three weeks, we have eight VCs on board. Representing over 900 portfolio companies.”
Buy Buy Baby launched a competing center during Tot Squad's pilot
“Bye-bye actually tried to launch their own service center. In the middle of my pilots, they went around me and opened their own in New York City.”
Isaacson: Badoo founder launched $100M initiative to acquire niche dating apps
“So for example, the billionaire founder of Badu reached out to us just two weeks ago. They're starting a one hundred million dollar initiative to find niche dating apps and bring them into the fold.”
Spencer Shulam: WeDo achieves 30% retention, beating competitors by 20x
“And just from the data alone, we have 20 times the retention of the best products in our space. We're able to get to about 30% retention even after 10 to 12 months.”
Lee: Prospective enterprise clients are willing to pay over $200K for Bluefoot
“We have people willing to pay over 200 right now.”
Lee: No existing platform combines patent and financial analytics
“What we based on our research, there's no one company or no one platform that brings them together.”
Ben Walters says frequent price changes increase app engagement without hurting conversion
“What's been so cool is, so what we've seen is in our app, the more times we actually change prices, the more people check into the app to see what prices are. And so it actually increases engagement, and we see conversion rates stay pretty flat, and so when yo…”
Poola: SkyHi generates enough revenue to cover company cash burn
“We're also bringing in more and more revenue. So, you know, we're starting to see that, okay, we can cover our burn from our revenue, you know, so.”
Brownridge: DogSpot's UV lights eliminate dog flu and kennel cough between stays
“So there's a UV light sanitation in the roof of the house, which takes care of dog flu, kennel cough, any communicable disease that goes off between every single stay, and once a day it gets what we call a daily spot check.”
Weinstein: DraftKings and FanDuel customer attrition is at an all-time high
“And the attrition rate at DraftKings and FanDuel right now is at an all-time high.”
Muccio: Kassam accepted a $200K and $800K royalty deal from Kevin O'Leary
“In the end, she got a deal from Kevin O'Leary, AKA Mr. Wonderful. But it wasn't the deal she asked for. Zara walked in asking for 200,000 dollars at the same eight million dollar valuation she got from investors on the pitch. But she came out with 200,000 doll…”