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
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: Advanced manufacturing's future is localized microfactories
“The future of advanced manufacturing is localized microfactory production.”
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.”
Lee: Rooted Calculates Three-Year Customer LTV at Around $150
“And we think that an average LTV probably looks at around three years. And so we've calculated that that would be around a 150 dollars.”
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.”
Fox: The winner in social music will be platform-agnostic
“The winner of the social space will be agnostic. Whether you get your music from your coworker, your girlfriend, Or even your favorite athlete or celebrity, they might not have the same music service as you. They might have Apple Music, you have Spotify, and s…”
Wang: Boundless relies on high retention for subsequent immigration filings
“In two years, they have to go from a conditional to a permanent green card, which is another transaction, and then a year after that, they can do naturalization, which is another transaction. There's no reason they would go to anyone else for their future appl…”
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.”
Skisov: Karate in the Olympics will fail miserably
“And with karate going into Olympics in I, you know, they're gonna fail miserably. They don't know it yet.”
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.”
Chapman: Howie Diamond is going to lose out by passing on Hykso
“Howie's going to lose out on this one.”
Ben Walters: Dynamic pricing will inevitably become standard in restaurants
“Prices are going to be changing at restaurants. I'm like, I'm convinced, and I've had a lot of conversations with a lot of smart people, and everyone is also with me that the way that the pricing is working right now, it just doesn't make sense.”
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…”
Impalameni: There are an estimated 100 million DJs worldwide
“So there's an estimated hundred million DJs around the world.”
Mullen: Copper Cow is the only US importer of high-end Vietnamese coffee
“I would say that I'm the only person who's really bringing high-end Vietnamese coffee to the U.S.”
Sirota: Waggit will reach $40M revenue in three years
“So, our three-year revenue is forty million with a 55% margin.”
Kesserwani: Cushion secures fee refunds for 80% of users
“80% of the folks who we fought fees for have gotten money back in some capacity.”
Kesserwani: Cushion recovers 30 cents per disputed dollar
“For every dollar that we're fighting, we're getting 30 cents back right now, but we're being very aggressive because we're trying to train the model and figure out what works and what doesn't.”
Manus questions if competitor Albert could replicate Cushion's fee negotiation
“Then why couldn't Albert do this? They probably could.”
Kesserwani: Competitor Albert cannot take direct account actions
“No, they can't. They cannot take actions within the user's account.”
Diamond: Atomos Will Either Go to Zero or Reach $20 Billion
“This is a company that will go to zero or it'll be a 20, twenty billion dollar company.”
Burton: Missing class in the first two weeks leads to failing
“If you miss any amount of time in the first two weeks of class,
You are not going to complete or pass that class.”
Stanton: Somewear buyers will put devices away and cancel subscriptions
“I worry that your initial acquirers are going to be end up sticking in the drawer and not using it and canceling because I ultimately think this is something you rent episodically and that has a higher volume of usage for you than someone who buys it and does …”
Dominguez: Immersive media will produce dedicated search engines like prior formats
“Search engines evolve out of every new content type. We've seen this in the past with the websites with Google, products and images with Pinterest, videos with YouTube, and GIFs with Giphy. Immersive content will be no different.”
Soininen: No HotelTonight or OpenTable for sports exists globally
“In the world, like there isn't anything like hotel tonight or open table for sports that doesn't exist anywhere in the world, really.”
Soininen expects to raise at a valuation above $4M in the fall
“I think you know, we, I believe we can raise money at a bigger valuation than four at this point. We just, you know, need to clarify that focus a little bit and that's what we're doing. So I think, you know, once we show that we'll be able to raise at a bigger…”
Candee: Bounce will be incredibly well positioned to do delivery
“Yeah, so I think we're going to be incredibly well positioned to do delivery.”
Chelsea Lee: All e-commerce logistics will be on-demand in 3-5 years
“Fundamentally, we believe that all logistics will be on demand. All e-commerce will be on demand in the next three, five years, right?”
Hudson: Shipsi will end up relaxing its one-hour delivery promise
“I don't think one, I think you're going to end up relaxing this one hour thing.”
Manus: Amazon will compete in retail delivery within one to two years
“I'm thinking more like a year down the line. I'm thinking a year to do two years down the line. I, to be able to turn that on is nothing for them.”
Michael Hyatt: 98% of Cryptocurrencies Will Eventually Be Washed Out
“I think that cryptocurrency in general is like, I think a like good 98% of it's gonna get washed out, and I think you know that as well.”
Hedges: Food-grade organic ingredients have never been used in beauty before
“We use food grade, which has not been done before in the beauty industry, organic ingredients.”
Sarabia: Fraudulent rehab centers won't survive beyond this year
“Those guys will be, they'll be gone. You know, insurance is cracking us so hard on that, that they'll be gone in the You know, in a couple months. I don't foresee them surviving beyond this year.”
Kugel: Tire Agent can make $100K profit per truck
“I believe you can make about a 100,000 dollars a truck in profit, not including if I add wheels.”
Wang: Boundless will retain green card customers for subsequent immigration applications
“In two years, they have to go from a conditional to a permanent green card, which is another transaction, and then a year after that, they can do naturalization, which is another transaction. There's no reason they would go to anyone else for their future appl…”