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.

clear all ✕

why aren't all 3 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

Assertion Not checkable as stated
Yampolskiy: SecurityScorecard grows over 50% while competitor BitSight barely grows at 20%
“We're consistently exceeding 50% plus growth rate much faster than our direct competitor. Direct competitor is barely growing at 20% rate. Nathan Latka: Who is your direct competitor? Alex Yampolskiy: Bitsite is our primary direct competitor.”
Alex Yampolskiy Nov 22, 2021 ▶ 7:55 SecurityScorecard Breaks $71m ARR, 1700 Customers, $200m in Bank to Fuel Product Expansion
Assertion Not checkable as stated
Yampolskiy: SecurityScorecard beats BitSight 70% of the time in bake-offs
“Well, look, we beat them. We beat them. 70% of the time in a big off.”
Alex Yampolskiy Nov 22, 2021 ▶ 8:45 SecurityScorecard Breaks $71m ARR, 1700 Customers, $200m in Bank to Fuel Product Expansion
Assertion Not checkable as stated
Yampolskiy: BitSight generates ~$100M ARR, growing at barely 20%
“Those guys are going to do about a hundred million in ARR, and they're growing kind of barely at 20%.”
Alex Yampolskiy Nov 22, 2021 ▶ 8:33 SecurityScorecard Breaks $71m ARR, 1700 Customers, $200m in Bank to Fuel Product Expansion
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