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 475 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
Sánchez: 70% of Mexican SMBs Are Profitable When Bankrupt
“Did you know that 70% of all SMBs in Mexico are actually profitable when they go bankrupt?”
Sánchez: Mandatory Mexican e-invoicing makes unpaid factoring a criminal fraud
“We track every single invoice on real-time due to the electronic invoicing being mandatory in Mexico, so we know the status of every invoice on real-time. So if they get paid by their customer and they don't pay us, that's considered fraud. So that's a crimina…”
Sánchez: CredFeed needs only 5,000 of Mexico's 770,000 manufacturers for $100M ARR
“Today there are 770,000 manufacturing companies just in Mexico. We only need 5000 to get to a hundred million dollars in annual recurring revenue to be a billion dollar company with the average revenue that we're generating today with our current users.”
Kennison: Heatless Curlers Are Number Two Beauty Product Trend
“I've seen this market go from nothing to being the number two beauty product trend out of all the beauty products out there. More heatless curlers are being bought than any other beauty product out there.”
Yin: Data shows consumers prefer aspirational models over seeing themselves
“Actually, there's data showing that people don't like that. They would much rather be somebody more beautiful. Yeah, it's aspirational.”
Brown: More Gen Z converted to Christianity than Millennials or prior generation
“Statistically, there are more Gen Z's that have converted to Christianity than there have been Millennials and the prior generation.”
Manus: Number one books in publishing are always faith-based
“And the number one books are always faith-based books.”
Robbins: Campus security blocks DoorDash after 10 p.m. while Handle couriers enter
“In the evenings, because of COVID, schools have gotten incredibly tight around who's allowed on campus. So if I'm a USC student, after 10 p.m., I actually can't get a DoorDash delivery, even to the building I'm in, much less my door. Because we're using studen…”
Howie Diamond predicts Ride IQ will take his money in 18 months
“They'll take our money in a year and a half from now.”
Braima: African VC Funding Declines at Similar Rate to US
“When funding goes down in America, it goes down in Africa at the similar rate, right?”
CavSports' 3D-printed helmet gives a two-minute edge in 60km races
“It will give a cyclist a two-minute, effectively, head start on a sixty-kilometer race. It has the highest safety ratings possible, independently verified and tested.”
Trofimova: Nearly one-third of all Instagram content is food and recipes
“In fact, almost a third of all Instagram content is food and recipe content.”
Trofimova: 80% of consumers start grocery shopping on social media
“80% of modern consumers start their grocery shopping journey by opening social media to look for inspiration of what to cook for dinner from their favorite food creators.”
Josh Muccio: Baukunst only writes lead checks in the millions
“Baukunst doesn't really do small checks. They're either leading your entire round and investing millions, or they're out.”
Trofimova: Nestlé spends over $1B annually on US digital marketing
“If you take just one brand, let's say Nestle, they're spending over just in the US and just on digital marketing over a billion dollars every year.”
Trofimova: US online grocery grew from 2-3% in 2019 to nearly 20%
“So I can tell you that in 2019, just in the US, online grocery shopping was two or three percent of the total market. Now it's almost 20%.”
Metzer: Measuring Step Impact Previously Required Expensive Lab Equipment
“Until now, there was not a good way for runners to measure that on every step. You'd have to go into a lab and run on a very expensive piece of equipment, and that was the only option”
Metzer: Studies show up to 79% of runners get injured annually
“Studies show that up to 79% of runners are injured every single year.”
Kwok: Developed hockey helmet 10x better at concussion reduction, adopted by Sharks
“So I do what engineers do and developed a hockey helmet that was about 10 X better statistically at reducing concussion risk. San Jose Sharks adopted it. A number of hockey teams started adopting it.”
The Trump administration carved out Work-Study from Department of Education cuts
“But they actually carved out work study and financial aid and FAFSA.”
Burton: Recovered Stolen Bikes Lack Owner Identification
“Because a large majority of stolen bikes are recovered. They just have no way to associate them with an owner.”
Robbins: DoorDash couriers cannot access USC campus after 10 p.m.
“So if I'm a USC student, after 10 p.m., I actually can't get a DoorDash delivery, even to the building I'm in, much less my door. Because we're using students, they have student IDs, they can get in at any time, and we're able to deliver the best customer expe…”
Competitor Nate Raised Over $50M Before Shutting Down in January
“They raised over fifty million dollars and closed their doors January of this year and laid off their entire team.”
Locker Founder: 85% of US Consumer Spending Is Driven by Women
“85% of consumption in America is, like, driven by females, so it's the woman buying for the house, it's the woman shopping for her partner, and so it's definitely not speaking to the pain points, per se, of those investors”
96% of Americans are confused about recycling rules
“96% of Americans are also confused on how to recycle.”
Luke Barkley Young: Only 6% of recyclables in US bins are recycled
“And many people know that recyclables in America, of everything we put into our recycling bins, only around six percent of them are actually recycled.”
McHugh: Wist expects to convert any 2D media by year-end
“So that's our expectation for the end of the year is to be able to ingest any existing two D media. And that's everything from something you've captured recently to childhood videos.”
Kinzie Lux: 8M equestrians ride solo 4 out of 5 times
“Eight million equestrians ride without a coach for four out of five weekly rides.”
Hershberg: Golf participation is up nearly 20% from pre-pandemic levels
“So the growth in the game is nearly 20% from what it was prior to the pandemic.”
Braima: Companies spend $2.2B annually on research in Africa
“Companies are spending an annual 2.2 billion dollars on research. In Africa.”
Braima: Africa Has Only Nine or Ten Tech Unicorns
“And there's only nine unicorns or 10 unicorns in Africa.”
The US has 60,000 jewelry retailers, but only 9,000 operate online
“Right now there are about 55 to 60,000 retailers just in the United States. So if I take that percentage of ones that are already online, that's about 9000 give or take brands.”
Gemist secures a record-breaking $650,000 syndicate investment on The Pitch
“So we got 300,000 from Neil. That's 250 K from Mark puts you at 550,000. You've got a 100,000 coming from the pitch fund. That puts you at 650,000 dollars, which is I think the biggest investment we've ever had on the show.”
Muccio: HILOS oversubscribed its funding round to raise $5M
“Elias oversubscribed on their round, raising a total of five million.”
Besenval: Switching from graphite to lithium metal increases energy density 50%
“So when I say that we can increase range, that's because our electrolyte enables the use of lithium metal in the battery cell, so right now batteries use graphite. You switch to lithium metal, very easy to increase energy density by 50%.”
Calendly raised under $500K before hitting a multi-billion dollar valuation
“And he literally only raised like half a million dollars or a little less than half a million dollars until the most recent raise. Which was in the billions of dollars valuation.”
Wheaton: $334 billion in clothing assets sit in US women's closets
“There's three hundred thirty four billion dollars in assets sitting in women's closets across the U.S.”
Manus: Le Tote and CaaStle failed; Rent the Runway lost two-thirds value
“Literally, Le Tote went under, Y Closet went under, Castle went under, they raised over a hundred million dollars and never were able to make it work. RTR lost two thirds of its stock value since its IPO.”
Medina: Ford F-150 Lightning backup power ignores electric grid coordination
“What you mentioned about the Ford F one 50, basically what they're doing is they're discharging their battery on their house, right? But they're not coordinating that with the grid. They're not actively participating on those markets.”
Coder: Aunt Flow is the only direct B2B organic cotton tampon supplier
“So Ontflow is actually the only company that works directly with businesses to supply them with 100% organic cotton tampons.”
Allen: Competitor Hydrow raised $1M pre-product while Rowvigor struggled
“And meanwhile, companies like Hydro Row get a million dollars without having product one for an idea on rowing-based fitness.”
Downey: VCs are still writing checks despite pandemic slowdown
“Yeah, and I think, like, people are writing checks right now. It's definitely slowed down, to be clear, but we as investors are in the business of funding companies we think are going to be great.”
Trucking firms leave 45% of assets unutilized, spend $20K per hire
“For trucking companies, 45% of their assets are being unutilized, and they're spending between 15 K to 20 K directly or indirectly to hire a truck driver.”
Carriers spend $15K to hire drivers who quit within 30 days
“Companies are spending 15 K to hire a driver, and they come to find out that driver quit in 30 days.”
Blue Bottle Coffee was acquired for $700M with only 30-40 retail stores
“Blue Bottle was a seven hundred million dollar outcome with maybe 30 or 40 retail locations at the time that they sold.”
Sheel Mohnot defends Debbie Wei Mullin for reaching $1M revenue alone
“She built this to a million dollars in revenue all on her own, and you're like, oh, I need to see more proof?”