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
Sáles-Griffin: Natrion will be priced out in its next round
“This is going to get priced out next time.”
Manus: Natrion will get acquired rather than going all the way
“I feel someone's going to buy this truthfully. I don't think it's even going to go all the way.”
Gutwein: Modern Picnic will sell for $50 million in two to three years
“Two or three years, she sells this for fifty million to, and then she's on to her next thing.”
Hudson: A commercial competitor with worse tech could beat Terrascope
“I think you've got a lead, but I worry without tilting the energy of the company in that direction. Somebody more commercial with a less good product might come to market and beat you to the punch.”
Yin: There Will Be Multiple Unicorns in the Scheduling Market
“I think there'll be many unicorns in this space.”
Smith: Teffola snack revenue projected to double granola revenue next year
“Now we're expanding into the snack category, projected to outperform granola revenue two to one by the end of next year.”
Nadel: Teffola will remain niche without redesigned packaging
“It's a niche product for now that will have a niche audience until... If she's able to transform the product or the packaging to really stand out in some way, until then, it's going to remain a niche product.”
Medina: Europe will see 130 million electric vehicles sold within ten years
“And with a hundred and thirty million electric vehicles being sold in Europe alone in the next 10 years, that's a hundred and thirty million potential batteries that could be used to reinforce a power grid, substitute fossil fuel power plants, And allow more r…”
Hudson predicts Tether will get strong state and local government support
“And so I also think you will end up getting a lot of support from governments. Yeah. At the state and local level to do this.”
Muccio: The Pitch will conservatively make $40K monthly from subscriptions
“So, thinking out a few years, I imagine conservatively we're doing about 40,000 a month in Ad free subscription revenue.”
Muccio: The Pitch will hit $1M in ad revenue within years
“We know a little bit about what they confidently feel they can sell, and so I can confidently say I think we'll be at a million at least in the next few years.”
Hudson: Virtual Events Could Remain a Key Business Line Post-Pandemic
“Like even when things return to normal, if you can crack this digital piece, I wouldn't be surprised if it ends up becoming a chunk of your business, even once things snap back to normal.”
Phil Nadel: Small restaurants will struggle as post-COVID dining fear persists
“So first, I think there's going to be a trend where people are going to continue to be afraid to go into restaurants for some time, and I think small restaurants are going to have a really tough time making it.”
Nadel: Small restaurants will struggle post-reopening due to capacity limits and fear
“Yeah, once they reopen, Then your capacity of 24 may go down to 12, and it's tough to get by when you only have seating of 12, but more so, I think there's going to be a trend where people are going to continue to be afraid to go into restaurants for some time…”
Hudson: Virtual Party Offerings Will Become a Permanent Revenue Line
“Even when things return to normal, if you can crack this digital piece, I wouldn't be surprised if it ends up becoming a chunk of your business even once things snap back to normal.”
Lee: Sene will reduce delivery lead times to 5-7 days
“So right now the lead time is about two and a half weeks, and then we think within two years we can get it down to about five to seven days from order to delivery.”
Israel expects Hava Health's time to market to be 36 months
“So total time to market, estimating around 36 months.”
Hyatt: Andrea Madho will raise capital at a big valuation
“I think somehow you're going to raise this money at some kind of big valuation, and I think you know it, because I think that's what you said, you're really good at raising money.”
Hudson: Rooted will become far more software-dependent
“And so, I think this business is going to become Far more software dependent and driven.”
Hyatt: Dig is likely to be acquired quickly at modest price
“I think it's likely that you're going to get acquired, and the number's not going to be that high, but it's going to change your life, and I think it's going to be a lot of money for you, but I'd rather have a better multiple, because I think you're going to g…”
Maddox: Refereeing across sports will become increasingly automated
“I think across sports, like, more and more of, like, refereeing will become automated and I just look as far as, like, tech goes in sports, like, if you look at baseball, they're, you know, instituting more tech as far as, like, the umpires.”
Passett: Bluefoot will generate over $1M in annual revenue within a year
“We do think that it's going to be revenue that's over a million a year.”
Zahar: Hykso's LOIs will turn into contracts within 4.5 months
“I think those will actually be done you know, I'd say six weeks after first shipment. So I'd say within the next four months and a half.”
Samaritan aims to expand its platform to 99 additional cities by 2023
“Our ultimate vision is to help people without a home in 99 more cities by twenty-twenty-three.”
Feedback forecasts $65K MRR within 12 months
“65,000 dollars is what I've modeled out for our forecasting. In 12 months from now, yes.”
Michael Hyatt says dynamic pricing in restaurants is inevitable
“Dynamic pricing is happening. I just don't know how it's going to happen.”
Brownridge: DogSpot hits breakeven at 365 deployed units and $250K MRR
“When we're at 300 it would be 365 houses deployed, we'll be at a point where we're covering our operational costs, which is around 250,000 dollars monthly recurring revenue.”
Weeks: Industrial Organic will scale processing from 1 to 18 tons daily
“Our first facility will do one ton per day when we launch in February. And then by September, we'll have scaled to 18 tons per day.”
Kassam predicts Monti Kids will halve its price within five years
“I think we can bring it down to almost half of what it costs in the next five years.”
Kassam: Monti Kids will reach $300M in revenue in five years
“We're going to do over a million, about 1.2 million this year. We'll do five million next year, and in five years we'll be like at three hundred million in revenue, and I mentioned, I mean, that's really, the goal is to go international.”
Hudson: Competitors will undercut Monti Kids at $50
“I think at 50, at a hundred bucks if it stays there, somebody will do the same thing for 50 bucks. So she better get the 50 bucks so that it's not attractive.”
Impalameni: Immersive training market will reach $30B within five years
“Within five years, we expect that the immersive training market will be in, in a region of thirty billion dollars, and Tribe is building a platform to underpin that.”
Impalameni: Standalone Oculus Quest will transform the VR market
“This is going to change the market. And the reason it's going to change the market is because up until now, VR has been a peripheral.”
Nadel: TribeXR faces at least a six-month headset delay
“I think he's got like at least a six month delay before the headset comes out.”
Hudson: Single-use pour-over is 100% where coffee is heading
“This is like, this is totally a thing. Like, if you're a coffee person, this is where coffee is going, 100%.”
Manus predicts hybrid pop-up kiosks will become a vital piece of retail
“I believe you in the fact that I see pop-up shops and I definitely see that, that, that this is going to be a very vital piece of the retail, this sort of hybrid, all right?”
Hughes: Bandwagon can generate $100K in revenue per stadium
“We should be able to do a 100,000 dollars per stadium that we sign on.”
Hughes: Bandwagon will sign three more stadiums in 2018
“We'll sign three more teams three more stadiums. Two of them will be NFL, or excuse me, two of them will be professional and then one of them will be a collegiate team.”
Diamond: Hughes will easily raise his $1.5M round for Bandwagon
“I think he'll raise this round, no problem. He's great. He'll get to 1.5, and then we'll see where it goes.”
Sorensen projects $1M in Blake's Seed Based revenue next year
“So I think reasonably, like, this note, I think we can do a million dollars next year. Very, very confident in that, right?”
Clark: DARPA, DOD, and NASA will want Atomos IP in 5-10 years
“So all of the IP that we're developing, all of the license agreements we're securing, technology that DARPA, the DOD, and NASA will want in the next five to 10 years.”
Candee: Bounce will expand to 10 cities in a year
“We have extremely low overhead, and I think that's the beauty of this model. We're able to scale this. We'll be in 10 cities in a year with very minimal costs. And so we could take this really big, really fast with not a ton of capital.”
Manus: Candee will abandon Bounce's delivery vision once storage scales
“I think that if he sees that there's a scalable business in just this first part of it, he's going to come to that place himself, but I'm also going to make that part of this conversation.”
Hudson: Retailers will not build separate integrations for individual delivery apps
“And the retailer, the retailer's not gonna do seven integrations for one hour shipping. They're not gonna do a separate integration for Uber, Postmates.”
Stefan Lobel Projects Bluffworks Will Reach $13 Million in Two Years
“We're gonna go two years from here, we're gonna be thirteen million dollars in revenue.”
Hedges: Lolli will generate at least $500,000 in first-year sales
“On a very low estimate, we think we can do half a million.”