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 247 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 31 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
Sonnad: Long-distance electric transit can only use Teslas for four years
“The first is that for the next four years, this can only be done on Teslas. They have the only platform with big batteries and supercharging and nice cars that allows this model to happen.”
Sonnad: Tesla will not enter city-to-city transit market
“We don't think Tesla's gonna try to do this himself. Elon Musk is not about creating city to city transit. Right now, one of his biggest focuses is automizing manufacturing, and there's a lot of focus on that from Tesla and the rest of his companies, that we d…”
Chapman predicts youth athletes will rebel against wearing FitGuard mouthguards
“And I don't think you're going to be able to get piecemeal adoption, because I think the kids are going to rebel against it.”
Diamond: In 5 to 10 years everyone will own in-home VR
“Just like you have a video game console, you have a at home entertainment console, everyone's going to have a VR in their homes, a VR headset. But I think we're a ways away from that. You know, I think we're like five or 10 years away from that, lowering that …”
Dicko: Consumer VR will not achieve ubiquitous adoption in five years
“Or you think that virtual reality is going to submerge the market and then in five years everyone's going to have a virtual reality headset. I don't think so, by the way.”
Segura: Health insurers will expand bundled payments rather than per-appointment billing
“I see it actually going the other way, which is it's going to be more and more focused on finding more things to include in that lump sum so that they don't have to pay as much for more services or problems that occur in the pregnancy.”
Davina Desai: Kinematrix aims for strategic acquisition by Oracle, not an IPO
“We are not intending to exit for at least the next five to six years. We are also aware that we will probably not be an IPO company, but better suited for someone like, I'm thinking Oracle helped.”
Borden: Remynt Anticipates a 10X Return by Recovering 30% of Purchased Debt
“We are currently looking to close our one million dollar round at the end of this month, so that we can spend up to 250,000 dollars on buying about ten million dollars of debt value, and we anticipate recovering about 30% of that, so that would be a 10 X retur…”
Wilson: Immersion Ed will hit $4.5M ARR by end of 2025
“So, we're raising a 1.5 million dollar pre-seed round to reach 4.5 million in annualized recurring revenue by the end of 2025.”
Rios: BridgeFi Will Probably Hit $10M Revenue in One Year
“We are fundraising so that we can accelerate and scale our growth and meet this demand and probably get to ten million dollars in revenue by this time next year.”
Conwell: Gecko Materials could be a multi-billion-dollar government business
“I mean, this is, this could be a billion, this would be a multi-billion dollar company just working with the government.”
Banister: Generational investing platforms will open up angel investing long-term
“Long term, this opens up a lot of people to become angel investors.”
Kennison: Target Rollout Projected to Yield $1M Net Profit
“We get projections for the entire year, For what they're estimating in terms of volume. So that comes out to about two million dollars in net profit for us for this year. I'm sorry, one million dollars in net profit for us this year, two million in gross. We'r…”
Kennison: Robe Curls projects $15M annual net profit from Aveda
“We are looking at fifteen million dollars a year net profit from Aveda Salons.”
Conwell: AI podcast tools face a race to the bottom without marketing
“This is going to be a race to the bottom. The way you win is you become the market leader and become the market leader now. You better raise a ton of money, put that stuff in the marketing, and be the only name that people think about, because there are other …”
Hudson: Demand for High-End Production Services Will Fall as Tools Improve
“And my guess is that the number of people who will need high-end production services will go down as the tooling gets better.”
Brawer: Professional podcasts will never accept fully automated AI workflows
“Any professional podcast or show is not gonna be okay with, hey, this is completely conductorless. Someone has to be there to check.”
Conwell: Consumer backlash against AI-generated models is 10 to 15 years away
“I think we got like, 10 or 15 years before people start the backlash.”
Ghai: Nectar will reach $2M ARR by Q4 2025 worst case
“Based on our projections, that thirty-five million dollar pipeline, worst case scenario, gets us to two million ARR by Q-four of twenty-twenty-five.”
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.”
Bsharah doubts Amateur Golf Society will hit exit targets in three years
“Like, I don't feel like you're going to get there in three years.”
Tobias Predicts Kimoyo Insights Will Exit for Mid-Double-Digit Millions
“I don't think it ends up being a billion dollar exit, or even a hundred million dollar exit. I think it ends up being a maybe mid-double digits exit.”
Puga: Finecto expects to reach $1M in revenue in 2025
“So we expect to have a small, but really good team to reach a million dollars this year on scale.”
Fielding: Finecto's exit paths include regional banks and LatAm software providers
“I feel like a bank could buy him, you know, the SAP of LATAM can buy him. So it seems like there are some exit opportunities”
Lagunas targets $1M+ ARR and 96 hotels for Levee in 18 months
“Million plus ARR, 96 hotels, different brands, different management companies, but that's what we're targeting for over the next 18 months.”
Fielding: Levee's fundraising round will not close quickly
“My bad is that this round is not going to come together super quickly, and you're going to get a few more months of data from that big hotel that you can kind of base your decisions on.”
Yin: Forenza faces a tough production road without industrial design experience
“I think his production road is going to be a lot harder because he doesn't have that experience, even though he worked at wherever.”
Trofimova: Social commerce will grow 14x over the next five years
“And the same with the social commerce. I think it grew three X in the last three years, and it's going to 14 X in the next five years.”
Trofimova predicts Sundae will close funding round above a $7M valuation
“Seven million is a little bit lower valuation than what we will probably close this round at.”
Alvarez: Jungle targets reaching $8M ARR within the next year
“In the next year, we want to get to eight million ARR, pretty ambitious, 10 X-ing, basically.”
McAndrew predicts Jungle's seed round will close at a $12M–$15M valuation
“But my guess is this gets done At 12, 15, and it's, like, at 12, 15, and that makes sense, given where they're at, the fact that they did a pre-seed, but also just, like, the data”
Elias: Future manufacturing will consolidate sub-assemblies into single machines
“And actually that's way a lot of manufacturing is going to go in the future. We're not just going to be making individual parts and sub assembling them. We're going to be consolidating those processes into singular machines or maybe two or three machines that …”
Castellanos: Science on Call expects 85% gross margins by next year
“We are currently at about 70% gross margins, and by starting to automate more problems, we expect this to get up to about 85% by the end of next year.”
Muccio: Science on Call targets 85% AI resolution by late 2025
“Louisa expects that number to reach 85% by the end of 25.”
Metzer: Avello margins will start at 60% and reach over 70%
“We'll start around 60% gross margin, and obviously we're doing small volumes. That also depends on how we monetize the app, how much we can charge for the app, and how many people are willing to pay for it over time. I see an opportunity to build a gross margi…”
Kwok: $3M seed round will bring KAV Sports to profitability by year-end
“We're doing a three million dollar seed race that is to get us a profitability at the end of this year.”
Burton: Lockstop will lower hardware cost to ~$300 per device next year
“And we have another device that we're designing right now, an aluminum cast, that will take that cost and cut it By 70%, and so next year will be about 300 dollars a device.”
Mike Burton: Lockstop targets expansion to 291 cities in five years
“We're projecting in five years our goal is to hit 291 cities that have pretty developed infrastructure, or they have infrastructure that can develop pretty rapidly.”
Mike Burton: Lockstop projects $60 million in revenue in five years
“Five years what we're projecting right now is sixty million.”
Hudson: Handle is going to be super successful with hyperlocal model
“Really impressive articulation of the business, and I think you're doing everything you can to maximize the hyperlocal nature of the business, and I think it's going to be super successful.”
Phillips: Handle will grow with or without outside capital infusion
“I mean, the business strikes me as one that capital infusion is great, but it will, you've got something here, right? And it will grow with or without that capital infusion, and I think the hyperlocal nature of it, and not growing too fast, Is actually what's …”
Luke Barkley Young: Material value offsets shipping at 10,000 pounds volume
“However, once we get to a quantity of shipments of 10,000 pounds and above, we'll probably start to get paid enough for that material that will offset just shipping it to the recycler.”
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: Ride iQ targets $2M ARR in 12 months, over $5M in three years
“Ideally in the next 12 months we'd like to hit two million in ARR and then in the next three years we want to hit over five million.”
Braima: African Data Market Will Be Obvious in 2-3 Years
“I think the way I look at it is like, you know, we're early to the market. We're early to this space, but I think in, in two years, three years time, everyone's going to be shocked at like, how you, what do you mean that you didn't understand the market for da…”
Charles Hudson: AI tools will commoditize first-draft pitch deck creation
“I think the rate of improvement of those tools is going to make the sort of scaffolding first draft
Deck generation process relatively commoditized from a language standpoint.”
Besenval: Natrion expects to fill its first purchase orders in two years
“Where we want to be at the end of that is actually, you know, our first PO is coming in and we'd be filling those, but conceivably, you know, we'll be at a sample cells at that stage, something that you could start building EV battery packs and then getting th…”