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
Allen: A VC told me I was "too young and too Black"
“I remember my first company, I actually had a venture MD pull me aside and tell me I was too young and too black to get funded. Like they weren't gonna listen.”
Brown: Killers Will Join Uncovered and Have Their IPs Tracked
“The killers will come and become members of Uncovered, and we'll track their IPs, and we'll give that information to law enforcement to solve these cases.”
Stahl: HILOS operating profit margins will exceed Google and Amazon next year
“The, if you look at profit, we are, our operating profit by next year will be over. More profitable than Google or Amazon, because we don't fundamentally invest or hold the costs of the things that we fulfill for brands.”
Muccio: James Altucher ghosted every founder he committed to on The Pitch
“He did that to every founder he committed to on our show, and he also did it to the show.”
Srinivasan Claims Spot On Is NYC's Most Profitable Ride-Hailing Company
“So we are actually the most profitable ride hailing company in New York City.”
Trenda: Good Talk is first since Instagram or Snap with celebrity PMF
“So we're the first company since Instagram or Snap to create product market fit with that segment of users.”
Hyatt: AI prediction engines will eventually make human user research obsolete
“I think I could invest in your company, and I think for the next two, three years, you can make some money, but I don't think you're going to be right for long, because I believe we have to wipe out all the people, and you have to make a prediction engine that…”
Josh Muccio: James Altucher never wrote checks to any Pitch founders
“He never actually wrote checks to any of the founders on our show.”
Sorensen predicts in-flight nut death will force overnight airline nut bans
“I, I'm convinced that in the next five years, there'll be someone that dies on a plane from nuts, and overnight, the whole industry will be nut-free, or allergy-friendly. Like, I am so convinced in my heart that that will happen.”
Clark: Atomos technology could get humans to Mars in 30 days
“Realized that the tech for this business could also get humans to Mars in 30 days.”
Smith: James Altucher Ghosted Sandbox Commerce After His On-Air Offer
“Yeah, so we, nothing happened. James has not invested yet.”
Conwell: Podcast AI will be replicable as a weekend project by 2025
“Yeah, I hate to be the killjoy of the year, but literally a year from now, somebody wanted to recreate podcast AI, they'll probably be able to do it as a weekend project.”
Brown: Uncovered Will Track Killers' IP Addresses When They Join
“We do believe that the killers will come and become members of Uncovered, and we'll track their IPs, and we'll give that information to law enforcement to help solve these cases.”
Yin: AI will benefit end users, but who will actually make money?
“Because I think AI technologies in the long run are going to be great for consumers and end users, but I don't know who makes money.”
Forenza: Aware projects achieving $100M ARR within five years
“We're projecting a hundred million ARR in five years. So about 400,000 units.”
Forenza: Exclusive patents prevent competitors from measuring EEG via ear cuff
“There is a IP in the hardware itself, in the form factor, in the ear cuff.
Ben Zices: Is that protected?
Antonio Forenza: Yeah, we have, yeah.
Ben Zices: So nobody else can measure EEG with an ear cuff device.
Antonio Forenza: Yes.”
CurieDx's strep diagnostic is 88% accurate, beating physician visual evaluations
“The rapid swab that you traditionally do at the doctor's office, the one that comes back in 15 minutes, that's about 95% accurate, so it's good, but it's not perfect, and, ah, the, you know, physicians are 64%, so we are around 88% right now accuracy”
Canaris: CurieDx Proof-of-Concept UTI Model Achieves 88% Accuracy
“And we have, just on the proof of concept model, we have 88% accuracy on that.”
Material's proprietary nanomaterial blend eliminates the need for current collectors
“So our secret sauce is really our specialized nanomaterial blend that we developed in-house over the last couple years, and what this allows us to do is create batteries without current collectors. That's how we can make these conformable shapes.”
Elias: Competitors won't produce collector-free conformal batteries for a decade
“It's something that's not seen in the industry right now. It is emerging, I would say, in academia, and you might see it from other players in the next decade, but we're first movers because we had so much experience prior to starting this company.”
Castellanos: Science On Call is only company automating in Toast POS
“So as far as we know, we're actually the only people automating processes and in toast right now”
Callegari: 15 US Stores Will Generate $50M Revenue in Five Years
“15 locations provide us a scale that allow us to build the next five years a fifty million revenues business.”
Callegari Predicts $100M Acquisition at Just $20M in Revenue
“Already when we are in the range of 20 to twenty-five million, we are already the perfect target for luxury conglomerates, and I think the value is going to be in excess of one hundred million based on comparable transaction.”
FolioWorks has access to 3 million students approved for Federal Work-Study
“So we partner with every college career center, and so we have access to all of their three million students that are approved for work study.”
Burton: Lockstop Devices Generate $750 Annually From Data Monetization
“So each device generates about 750 dollars a year on its own.”
Robbins: Handle stores generate more revenue and higher margins than typical 7-Elevens
“Our stores generate more revenue and a higher margin than a typical seven 11.”
Robbins: Handle's customer acquisition cost is under one dollar
“So our customer acquisition cost is actually under a dollar.”
Robbins: Mature Handle stores will generate $2M in revenue and $500K profit
“There are 500 universities in the U.S. Where, that we've identified are viable markets for this, and if you just do the napkin math, our average store at maturity is going to be doing two million a year, so it's a billion in revenue, and then it's about 25% of…”
Luke Barkley Young: Fabric shower liners release carcinogenic PFAS in showers
“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…”
Luke Barkley Young: Outlines CAC dropped post-iOS update and remains profitable
“Post the iOS update, our CAC actually reduced, and it's continued to stay stable this year. So we're still first purchase profitable.”
Hershberg: Private equity controls three of Amateur Golf Society's five board seats
“So there's five board seats. There's three for the private equity guys, one for myself and one for the group of fellow Cornellians.”
Bsharah: PE offered VCs an observer seat and 18-month CEO retention guarantee
“They essentially said, They would give us a board observer seat and promise not to fire the CEO for 18 months.”
HILOS projects $3M in revenue next year, $16M the following year
“Right now we're looking at three million in revenue next year from the brands we currently have signed and under contract, and we believe we have a very strong pathway to get to sixteen million the following year.”
Besenval: Natrion's components eliminate fire risk, enabling 450-mile range and 15-minute charges
“The suite of patented battery components that we make eliminate fire risk and they can make an electric car drive as far as 450 miles on a single charge. We can charge in as little as 15 minutes.”
Besenval: Pure ceramic solid-state battery tech will take 10 years to scale
“Probably more than several is the thing. We're talking about millions and millions of EVs as soon as twenty-thirty, right? So really we need a solution in kind of the next five years. So yeah, there are companies that have solutions that are going to be fantas…”
Besenval: Natrion's battery achieved 400 cycles with under two percent degradation
“We've gone out to 400 cycles with less than two percent degradation, and we have the columbic efficiencies we need to get to a thousand”
Muccio: Survey showed only 8% of Black applicants received federal relief funds
“A survey published in May found that only eight percent of African-American business owners that had applied for federal relief or assistance actually received the money.”
Dufu: The Cru will reach 200,000 members and $100M revenue in 5 years
“So five years from now, we're at 200,000 members. So that gets us to, you know, a hundred million”
Andrew Hoagland says G2 Crowd pays for software reviews weekly
“Every week I get an email from G two crowd paying me to write reviews.”
Michael Hyatt predicts Vetd will reach $40M valuation at $1M revenue
“These guys get any traction. The valuation is going to be at 40, fifty million. I'm telling you. I know these enterprise companies are gonna help with bananas. He gets a million of revenues, it's gonna be 20 x, 30 x.”
Spencer Shulam: WeDo can predict whether a student will fail a class
“We, for example, can even today start predicting if a student's going to fail a class within the first few days of signing up for our product because we're able to see they're not marking off certain assignments, and we know other people who are just like them…”
Chapman: Hykso can become the next Strava or Peloton
“I think there's a future here. I think you can become something like a Strava or a Peloton.”
Jonathan Kumar projects Samaritan capping out as a $25M annual business
“I think when we win, this is a 15 to twenty-five million dollar a year business, so it's not in a stratosphere in terms of VCs and Facebook-type valuations, so we definitely believe there are returns to be had.”
Brandel: Hearken has a 70% customer retention rate
“So right now it's about 70% we retain. And what we've learned from the 30% that have been churning is actually the reason they stop working with us is because someone moves on from their job.”
Nadel: Subscription flight models will inevitably suffer adverse selection from super-users
“Ultimately, people who are traveling one or two times a month are going to say, eh, this isn't worth it. I think that this kind of pricing model lends itself to the super users over time. That's who's going to gravitate towards it, and the ones who aren't usin…”
Brownridge: DogSpot projects $100M ARR with 10,000 units in five years
“So we're able to reach a hundred million annual recurring revenue with 10,000 houses out. We have a five-year plan to get there.”