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 1,513 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 48 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
Clark: Atomos vehicle will reach $500M annual revenue in mid-2020s
“So our full commercial vehicle will be operational in the early to mid-twententies with five hundred million annual revenue.”
Chapman: Somewear's market will end up being enterprise, not consumer
“In my heart of hearts, I feel like your market is going to end up being more in the enterprise than it's going to end up being out on the trail.”
Dickson predicts investors will hug her for tokenizing the cap table
“When my investors understand the token economics and how the cap table will be tokenized to their advantage and their return, they're going to be giving me hugs. They're going to be putting my picture up in their office because I'll be a great return for them.”
Host Josh Muccio reveals James Altucher ghosted the show and founders
“We never heard back from him and to our knowledge, neither have any of the founders who pitched him on our show.”
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.”
Smith: 60% of the Top 500 Internet Retailers Lack Mobile Apps
“If you're looking at the IR 500, which is a sampling of the top 500 retailers in the market, 60% of those retailers don't have a mobile app.”
Gulati: ROWViGOR Will Not Become a Venture-Scale Business
“You'll, you'll make a business. It just won't be a disruptive venture-scale business.”
Salhi: CDs remained the most gifted music format in 2016
“And 30%, the highest, the most gifted item today, in 2016, wait for it, is still the CD.”
Agrawal: People will not continue using toilet paper long-term
“There's no, absolute, no way in hell that People are going to continue to use toilet paper moving for the next X number of years. It's just not sustainable.”
Howie Diamond: Teamable could be a $500M to $1B exit
“Like, I do think it's overvalued, but I do think that this could be one of those opportunities where it's like a half a billion to a billion dollar exit, if not more, based on your hustle, based on, you know, all the things that you've said, based on your attr…”
Sonnad: Musk assured free lifetime Supercharging for Model S long-distance travel
“So I brought the idea up with Elon Musk at the shareholders meeting in 2015, and at that point he assured me that Tesla would pay for all of the fuel costs for long distance travel in the Model S forever.”
Chapman: Tesla will ban commercial Supercharger access if Tesloop scales
“If you scale up and you've got a hundred cars on the road to Palm Springs every day, and the other Tesla drivers who are not commercial drivers cannot get a supercharger, I guarantee you Tesla is gonna say, no commercial use, you are not allowed to use our sta…”
Muccio: Tesla will prohibit self-driving tech on third-party ride-sharing services
“They will not permit Tesla's self-driving technology to be used on any ride-sharing service except for their own.”
Sonnad: Tesloop exposes more people to Teslas than Tesla's marketing
“Well, how I see it, at least in the short run, we're really, we're doing Tesla a favor, because when you look at the numbers of Tesla's test drives, and how they're trying to get customers in their cars, we're actually introducing a lot more people into Tesla'…”
Meghan Carreau: Childhood obesity has nothing to do with socioeconomic status
“That's actually a common misconception, though, because there are lots of kids, you know, one out of three kids and one out of five developing OPC-related disease actually has nothing to do with socioeconomic.”
Chapman: Over Half of Founders Have Diagnosable Mental Health Issues
“It's 30% can be diagnosed with clinical depression. 30% can be diagnosed with ADHD. It's about 29% can be diagnosed with, like, problematic anxiety to, like, where a clinician would diagnose you with it. And there's some overlap that still ends up being, like,…”
Dicko: Skylights will be the top VR entertainment distributor in two years
“And so very, very strongly we are in a position, this is our point, we are in a position to, within the next two years, to become the number one virtual reality entertainment distributor in the world.”
Schwartz: Apple pulled Unglue from the App Store before launching Screen Time
“We actually were the first app that got pulled.”
Borden: Remynt will reach a $1B valuation and IPO
“And I am hundred percent confident That we are going to crush it and be a billion dollar company and be the third publicly traded debt buyer collector. I have no doubt in my mind.”
Party Trick claims a $47 million enterprise sales pipeline for year one
“We have over 80 partners on our consumer platform that we've been talking to about this, and we actually have a forty-seven million dollar pipeline for year one.”
Jorge Rios: BridgeFi is the only company making Signal Protocol work offline
“We are the only company in the world that has managed to make the Signal Protocol work offline.”
Calvin: Vital Audio achieves 96% accuracy compared to gold standard ECG
“So we conducted two studies in partnerships with NYU Langone Cardiology Department and Zip Care Clinic. Reached more than 500 participants across the New York metropolitan area. The technology actually performs at 96% accuracy compared to gold Standard ECG.”
Desai: Kinemetrix will probably be acquired within five years
“Five years from now, I think we are probably going to be bought out by some medical device, either remote video monitoring, someone that wants that software solution that plugs in place for their product.”
Yin: Christy's Chips is easily a billion-dollar business
“If she continues, it's easily a billion dollar business. Easily.”
Hudson: Four or five top Precursor outcomes will be product companies
“We have four or five of our biggest outcomes at the firm level will be product companies, actually not software companies.”
Sánchez: $5T in Manufacturing Trade to Shift to LatAm
“It is expected that five trillion dollars from manufacturing trade will shift into Latin America in the next five years.”
Hudson: Generative imagery will be deflationary as clients capture the savings
“My current thesis is it's going to be very deflationary, and the customers are going to want to recoup and claw back a big chunk of that savings.”
Williams: RedDrop will reach $100M revenue within three years
“I have no doubt that we will be
Eight figures in 18 months, and nine figures in probably 24 to 36 for sure.”
Ghai: Nectar usage increased class grade averages by a full letter
“Every single class that used Nectar Was able to increase the class average by a full letter grade.”
Robbins: Handel generates higher revenue and margins than typical 7-Elevens
“Our stores generate more revenue and a higher margin than a typical seven 11, and so we see the future as very bright for our business.”
Robbins: Handel's customer acquisition cost is under $1
“So our customer acquisition cost is actually under a dollar.”
Young: Fabric shower liners are coated with toxic PFAS forever chemicals
“The material you're talking about it isn't, it's not cloth. It's a polyester. It's covered in what's called a DWR, durable water resistant, which is made of a PFA, which is a highly carcinogenic forever chemical. And when you stand next to it in the shower, th…”
Young: Outlines' customer acquisition cost actually dropped post-iOS 14 update
“In fact, post the iOS update, our CAC actually reduced, and it's continued to stay stable this year. So we're still first purchase profitable.”
Lagunas: Levee converted world's largest hotel brand into an active customer
“Since we launched in July, we launched a paid pilot with the largest hotel brand in the world who is now an active customer.”
Lagunas: Levee has over $30 million in its sales pipeline
“We have over thirty million dollars in our sales pipeline right now from brands that are coming from all over the world to implement our solution.”
Forenza: Aware's ear cuff will be a fashion statement destigmatizing mental wellness
“We believe that it's going to be a fashion statement, but also a way to tell people, I care about my mental wellness. So this is a way to remove also the stigma that is associated to mental wellness, and that's why we believe it's going to be really powerful.”
Forenza: Mapping arousal and valence biomarkers allows deriving all human emotions
“You have these two biomarkers that are arousal and valence. These are terms used in neuroscience. By mapping these two dimensions, you can derive all the different emotions.”
Forenza: EEG measures mental stress much more accurately than HRV-based wearables
“Exactly, because it's a measure of HRV. We tap into the central nervous system, which is where everything originates, and so we can have much, much higher accuracy, The real time component of EEG is phenomenal. We give you a sample of your emotion every second…”
Muccio: VCs clinging to traditional rules will get left behind
“VCs used to hold all the power, and they demanded a lot from founders, but now founders seem to be realizing how much power they have too, and there's more early-stage VCs than ever to choose from. So the ones that continue to play by the old rules We'll get l…”
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.”
Middleton projects CurieDx will make $500K annually, rejecting founder's $6M estimate
“The financial part, she needs to button up, because my math is she'll make 500,000 dollars a year in the next two years, not six million.”
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 expects its battery manufacturing costs to reach $85–$90 per kWh
“We expect to be able to manufacture at somewhere around the 85 to 90 dollars per kilowatt hour.”