The Ledger

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why aren't all 214 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

Insight
Yampolskiy: Founders Should Ignore Advice from Investors Who Never Operated
“Do not listen for advice from people who've not done your job. That's my number one advice. It doesn't matter if you have a Investor from Sequoia or Andreessen. We've taken money from top investors, including Sequoia. It doesn't matter if you are a board membe…”
Alex Yampolskiy Jan 7, 2025 ▶ 11:44 3 Strategies I Used To Scale SecurityScorecard to $70M ARR, 1,700 Customers, & $200M in Cash
Opinion
Hyman: Google and IBM Watson lack data to match Sapia.ai
“It's something that IBM tried to do with Watson for a couple of decades, but couldn't because they didn't have the data. And even though Google has 10,000 PhDs working in NLP, they can't do it either because they don't have the data.”
Barb Hyman May 28, 2022 ▶ 2:20 She Hit $6m Bootstrapped for HR Tool, Will Place 200,000 Candidates This Year
Assertion Contradicted
Jonathan Herzog claims SEO disinformation generated 100,000 false headlines post-launch
“Immediately thereafter, a targeted Systematic disinformation campaign was launched, where if you Google my name, Jonathan Herzog, on a computer and hit the news tab, you will see 100,000 of false headlines improperly indexed through SEO manipulation to myself,…”
Jonathan Herzog May 18, 2020 ▶ 25:27 Jonathan Herzog: His Plan To Get 30k Votes to Beat Jerry Nadler for NY Congressional Seat, YangGang Strategy and Freedom Dividend
Prediction Not checkable as stated
Booth: Breaking Up US Big Tech Would Cede AI Superiority to China
“If Elizabeth Warren or anybody breaks up Amazon or Google or the giant AI companies, or Microsoft for that, that, that, that matter, effectively by doing that, you seed AI superiority to China.”
Jeff Booth Apr 30, 2020 ▶ 46:52 When Will Poor Revolt Against Rich? Is Unemployment Good? Currency Pegged To Bitcoin with Jeff Booth
Opinion
Pysh: Breaking up Big Tech treats symptoms; unpegged fiat is the root cause
“Well, of course, what they're doing, all these arguments of people that are saying those types of things, they're getting a mop out to clean up the floor because the kitchen sink is flooding. But you have to stop the kitchen sink from running. It's locked in p…”
Preston Pysh Apr 22, 2020 ▶ 56:41 Preston Pysh on Bitcoin $200,000, QE at the top, UBI at bottom, $10t+ Fed Balance Sheet?
Assertion Not checkable as stated
Malone: The US government built hidden backdoors into Silicon Valley tech companies
“I watched the secretary of Homeland Security show up at a coffee shop in Los Altos and talk to the two founders of Google quietly. There's trap doors that have been built all over Silicon Valley that we know nothing about.”
Mike Malone Feb 16, 2020 ▶ 17:37 1667 Top Tech Journalist Predicts We'll All Be Unemployed, Blockchain Takeover, Less Taxes!
Assertion Not checkable as stated
Google's Firebase copied Branch's SDK variables and marketing collateral
“They launched a product in last year at Google IO that was a direct replica of branch under the Firebase brand called dynamic links, literally copied all of our marketing collateral. I think the variables of their iOS SDK you reused variables from my header fi…”
Alex Austin Sep 27, 2017 ▶ 26:11 795: SaaS: With $117m Raised, Google Tried to Kill Him But He's Winning App Deeplinking Wars
Insight
Omnisend CEO warns against buying cheap backlinks to avoid Google penalties
“Shall you buy backlinks? Yes. Shall you buy from the low authority website? Please don't do that because Google recognized it and then you can be penalized, yeah? So if there is something for cheap in the market, usually there is a trap.”
Rytis Lauris Oct 15, 2024 ▶ 10:07 Genius SEO Hacks This 34 Year Old Used to Bootstrap to $55m Revenue with Omnisend CEO Rytis Lauris
Assertion Contradicted
Novoselsky: 65% of B2B Searches Start on Social, Not Google
“Here's the stat that's really alarming, is 65% of the B to B search starts on social, not on Google.”
Irina Novoselsky Oct 10, 2024 ▶ 7:30 Hootsuite Approaching $400m in Revenue by Throwing out the SaaS Playbook with CEO Irina Novoselsky
Insight
Booth: Tech Monopolies Inevitably Reconsolidate Because Humans Cannot Handle Infinite Choice
“So even if you now break it back apart, somebody's going to sit on top and consolidate it back.”
Jeff Booth Apr 30, 2020 ▶ 49:48 When Will Poor Revolt Against Rich? Is Unemployment Good? Currency Pegged To Bitcoin with Jeff Booth
Assertion Not checkable as stated
Myers: RippleMatch outperforms human recruiters, noting Google's 1,000-person sourcing team
“Google alone employs a thousand internal sourcers, and we are matching at a more effective rate than the average human recruiter, and it's, you know, all tech-driven, so that's been really powerful, and I think a lot of why those early results have been good.”
Andrew Myers Jan 31, 2019 ▶ 13:07 1286 RippleMatch Giving Employers 1000's of High Quality Student Talent Per Month, $125k in MRR
Assertion Not checkable as stated
Any.do claims retention is 5 to 10x higher than competitors
“I can say that from benchmark tests that we've had, both from, you know, third parties, like SimilarWeb, or even Google gave us some data, we have about five to 10 X the retention of our competitors, like day seven, day 30, day one. No, day one, no, but like d…”
Omar Perchik Nov 20, 2018 ▶ 14:01 1214 $3.5m ARR Any.do focused on doing your tasks for you
Opinion
Latka: Apple and Google amplified Facebook's Cambridge Analytica scandal
“I really believe that Apple, Google, these guys that see Facebook as a threat are doing a great job right now at propping up this Cambridge Analytica scandal.”
Nathan Latka Oct 14, 2018 ▶ 21:08 1177 Then Turn Your Customers into Advocates, North of $12m in ARR
Disclosure
John Jonas refuses to use Google Analytics due to distrust of Google
“I don't, I ignore Google Analytics. I don't have Google Analytics on my site. I don't like Google Analytics. I don't like the way it gives data. I don't trust its data. I don't trust Google.”
John Jonas Sep 7, 2018 ▶ 9:40 1140 I only work 17 hours per week, don't trust Google, and make $1.7m+
Insight
Leber: Building SaaS entirely dependent on third-party platforms is fatally dangerous
“Building a SaaS company on the back of another platform that could kill you is a very dangerous thing to do. And my million run rate business died, but I've, you know, there are 10,000,020 million run rate businesses that also died. Same fate, building on the …”
Hank Leber Aug 8, 2018 ▶ 7:02 1110 Why His $1.2m ARR SaaS Company Shut Down
Opinion
Google and Facebook do not want the open web to survive
“The Facebook-Google, you know, industrial complex doesn't necessarily want that same internet to exist in the current form. You know, it may be more about Facebook apps on Facebook, or maybe more about Google AMP pages.”
Dan Greenberg May 18, 2018 ▶ 6:21 1028 Advertisers Put $250m Through Him Last Year As Top Google, Facebook Alternative
Assertion Not checkable as stated
Austin: Google put 300 sales reps on Firebase Dynamic Links before effort stalled
“Then they threw 300 sales and marketing people at this product with the sole objective of pushing Firebase, deep linking, and replacing branch. So every single one of our customers got an email from somebody at Google. All of our pipeline got it. Like they wen…”
Alex Austin Sep 27, 2017 ▶ 26:46 795: SaaS: With $117m Raised, Google Tried to Kill Him But He's Winning App Deeplinking Wars
Opinion
Intellectual property is a startup's only leverage in Big Tech acquisitions
“Because in the end of the day, once they're about to get acquired by Google or whatever that might be, the only actually tool that they will have in the conversation will be how good IP they have, of course.”
Demetrius Giannoccaro Jun 20, 2017 ▶ 3:09 696: The Debate: Are Patents "Entrepreneurial" Or Unfair?
Insight
Tigranian: Standard Google SEO directly drives visibility in LLMs like ChatGPT
“We actually optimizing for Google and whatever we do, same impact is happening also in LLMs. So not much specific for ChartGPT. You actually doing exactly for SEO, it have a lot of impact on ChartGPT.”
Mike Tigranian Apr 8, 2026 ▶ 13:27 How Buildern Reached $2M Revenue With 300 Customers | Hmayak Tigranyan
Opinion
Goyo: Google traffic is more qualified than G2
“No, we never try because I believe, like, the traffic of Google is more qualified than G two.”
Jeremy Goyo Apr 1, 2026 ▶ 17:33 How Allo Reached $10M Revenue With 5,000 Customers
Prediction Not checkable as stated
Rush: Ranking top on Google will solve LLM search visibility long-term
“I think you should bet on one thing that all LLMs will end up searching internet before they produce any results, and they will end up searching internet in a very similar way. So basically, as long, so if you think that Google is the best search on the intern…”
John Rush Jun 12, 2025 ▶ 28:02 Bootstrapper Hits $3.5m, 0 Team Members using new 3x Growth Formula
Insight
Rush: Page Rating Matters More Than Domain Rating for Google Rankings
“Even A website with really poor domain, domain rating can have high rating on a specific page. And the page rating is more important than the domain rating because Google actually looks at the page rating first.”
John Rush Jun 12, 2025 ▶ 30:03 Bootstrapper Hits $3.5m, 0 Team Members using new 3x Growth Formula
Prediction Not checkable as stated
Latka: Google Must Cannibalize Ad Revenue to Defend Search Against ChatGPT
“I actually think the ad space is very interesting because Google has an innovators dilemma, right? They're gonna have to, Cannibalize their ad revenue to go make sure that, you know, the LM search and the chat function stays with Google versus chat GPT winning…”
Nathan Latka Jun 12, 2025 ▶ 18:08 Bootstrapper Hits $3.5m, 0 Team Members using new 3x Growth Formula
Insight
Rush: Building Target Page Backlinks with Exact Anchor Text Wins #1 Spot
“A few times I saw somebody on top of me on Google search results, and I just picked the query and I did this back links to the URL with anchor text. And eventually I took the number one spot. So that works definitely. And that's like, that's the most typical s…”
John Rush Jun 12, 2025 ▶ 31:49 Bootstrapper Hits $3.5m, 0 Team Members using new 3x Growth Formula
Insight
John Rush: Websites should maximize internal linking aggressively
“You should go crazy with links. So it's almost impossible to make it wrong. Like it's better to have more links than less links as long as those are internal links.”
John Rush Jun 12, 2025 ▶ 34:25 Bootstrapper Hits $3.5m, 0 Team Members using new 3x Growth Formula
Insight
Yampolskiy: SecurityScorecard's Worst Hires Were Polished Amazon and Google Execs
“My worst hires were polished executives with Amazon, Google. They would come in, I start micromanaging, they would tell me, I'm a terrible CEO. And then I leave them alone for three months, and they fuck everything up. And then I have to fire them, and I get m…”
Alex Yampolskiy Jan 7, 2025 ▶ 12:13 3 Strategies I Used To Scale SecurityScorecard to $70M ARR, 1,700 Customers, & $200M in Cash
Disclosure
Omnisend CEO: Google penalized our experimental fully AI-written website to zero
“We had one experimental branch of website, which was a full AI written. It just got down to zero. No results at all. Like, penalized to zero.”
Rytis Lauris Oct 15, 2024 ▶ 19:02 Genius SEO Hacks This 34 Year Old Used to Bootstrap to $55m Revenue with Omnisend CEO Rytis Lauris
Assertion Not checkable as stated
Schumacher: SaaS Group halved DashThis's ad budget while doubling output
“One of the first things were we slashed their Google paid accounts in half. So we basically slashed the budget in half, but we doubled the output. So essentially we forex the lead gen just on that Google, Google paid account.”
Tim Schumacher Aug 29, 2024 ▶ 12:35 The Micro PE Playbook: They Bought 20 SaaS Companies, $60m ARR, 300 people
Disclosure
Better Agency Yields 25 Customers per $10k Spend, Converts 70%
“So on tenk in spend, we'll get about 25 net new customers, so we'll get a bunch of trials, and we convert about 70% of those trials, so that'll equate to about 25 new paying customers.”
Will Shaw Jul 3, 2021 ▶ 8:09 BetterAgency CRM for Insurance Hits $1m ARR, Raises $2m on $15m Valuation
Insight
Saric: Open source is essential for privacy-first software to build trust
“I think open source and privacy first, they kind of go together hand in hand. I think if you want to be able to be transparent and trustworthy, you gotta show what you're doing, and kind of, you cannot be, like, Google, our biggest competitor, Google Analytics…”
Marco Saric May 23, 2021 ▶ 8:58 Google Analytics Alternative Adds $23k in MRR in 12 Months, Open sourced!
Assertion Supported
Cross-channel user-level conversion tracking is no longer possible
“It's become now nearly impossible to do, and that's mapping like a user's ID. Nathan, your ID for being exposed on, let's say, Google media to Facebook media to Pinterest media to a conversion it is no longer possible within the realities of MarTech to build t…”
Trevor Testweed Feb 22, 2021 ▶ 6:53 How Measured.com Grew 250% TTM To Break $5m in Revenues Helping WIth Marketing Attribution
Opinion
Indig: Google likely tracks unlinked brand mentions for SEO
“So we think that Google even looks at unlinked mentions on other sites, meaning you don't even need a backlink, but when Forbes or New York Times or these big publishers write a lot and mention your name a lot, that could be a signal that Google might be able …”
Kevin Indig Jan 28, 2021 ▶ 15:44 SEO Secrets from Shopify, G2 Head of SEO Strategy
Assertion Supported
Lewis: 30% of prospective smart speaker buyers abstain over privacy
“The 30% of the people who are interested in buying a smart speaker have not done so because of privacy concerns.”
Michael Lewis Sep 26, 2020 ▶ 17:06 MyCroft Raises $5m to Ship Home Speaker Echo Competitor That Doesnt' Suck In Data
Insight
Arnott: Amazon's A9 algorithm rewards keyword stuffing despite official best practices
“The Amazon A nine algorithm is similar to Google was like five years ago. So they're kind of behind the curb. So keyword stuffing is, you know, even though they tell you know, best practice not to do it we've seen over and over again that the companies that ar…”
Andy Arnott Jun 18, 2020 ▶ 4:24 SellerSEO Gets Booted From Stripe, Now Rebounding and Bootstrapped
Opinion
Strazzulla: VC and Google offer higher expected value than founding unicorns
“I think the expected value, probably the highest expected value is working in venture. Then it's probably working at Google. And then it's probably starting a venture back to business that has the potential for a unicorn outcome.”
Phil Strazzulla Jun 9, 2020 ▶ 2:49 "Ex VC Bootstrapping New G2 Competitor, 24 Customers, $12k MRR "
Insight
Convertri subdomains sometimes outrank users' own primary root domains in search
“The SEO theory, right, is that subdomains don't get any benefit from that main domain. That doesn't entirely seem to be true in our case, because we've got, we get those rankings for people to just register like productname.convertory.com. We've seen that outr…”
Andy Fletcher May 21, 2020 ▶ 6:34 1762 How Convertri Used Affiliates To Hit $1m ARR, $700k Profit
Insight
Default 'Powered By' badges drive most of Convertri's backlink volume
“I'm pretty sure the bulk of it is that powered by badge doing its thing. Which, again, flies in the face of so much like conventional SEO theory, because it's all on the same IP address, well, the same handful of IP addresses in our data centers every single o…”
Andy Fletcher May 21, 2020 ▶ 7:21 1762 How Convertri Used Affiliates To Hit $1m ARR, $700k Profit
Assertion Not checkable as stated
Latka: Confiscating top corporate cash reserves cannot solve the US deficit
“Even in Q four, two, 19, Microsoft, one hundred thirty six billion Berkshire Hathaway, one hundred twenty eight billion Alphabet one twenty one billion Apple a hundred billion. Even if you took all of that money, it doesn't barely even make a dent. In the 20 t…”
Nathan Latka Apr 15, 2020 ▶ 39:42 New podcast: Jason Yanowitz on Consequences of Fed Stimulus, Socialism Next, Bitcoin Halving
Insight
Paris: Founders should ignore outliers like Google and build sustainably
“Don't believe in the existence of Google or Facebook or company like that. They are not existing. So, build your company, grow at your own rate, And don't look at the exception. I know that all the people that raise money do only looks at the exceptions, but y…”
Sonny Paris Oct 23, 2019 ▶ 14:06 1551 Another CRM Hits 2500 Customers, $180k MRR
Opinion
Bates: Alphabet faces internal controversy over speculative DeepMind AGI play
“For AGI, where you've got like Vicarious, you have DeepMind, those are really speculative plays. There's even a lot of controversy within Google and Alphabet now about DeepMind, and they're in Alphabet versus Google, and then there's Google Brain, and there's …”
Alex Bates Apr 12, 2019 ▶ 12:18 1357 How He's Betting on the Future of AI
Assertion Supported
Prince: Cloudflare does not run on AWS, Azure, or Google Cloud
“So we're not running on top of AWS or on top of Azure or Google. We actually had to build the network out ourselves.”
Matthew Prince Mar 17, 2019 ▶ 5:05 1331 How CloudFlare Broke $100m in ARR Securing The Internet, No $2.5B Amazon Acquisition
Assertion Supported
Lee: ProsperWorks is the only CRM recommended by Google
“And, you know, to the point of the Google relationship, we are the only CRM that's actually recommended by Google.”
John Lee Nov 25, 2018 ▶ 7:26 1219 Will Prosperworks and it's 10,000 Paying Customers Win CRM Wars?
Insight
James: Do not build your business on third-party platforms
“And so, you know, the advice and the learnings there is, you know, don't build your business on someone else's platform. Don't be Facebook's bitch. Don't be Google's Move it onto your own platform.”
John James Oct 30, 2018 ▶ 6:55 1193 Now Anyone Can Use the Tech He Used to Build His $100m eCommerce Brand
Opinion
Lynch: Pay-per-click ads fail to drive new enterprise customer growth
“In, in, in terms of, like new logo growth, in terms of, you know, PPC, it doesn't work. I mean, there's so much noise out there in the market right now. The only people making money out of PPC are, or Google.”
Paul Lynch Oct 23, 2018 ▶ 17:23 1186 Why Assembla Sold to Venture Equity Firm, Using GDPR to Hit 60% yoy Growth
Opinion
Iyer: Generic DSPs like Google fail B2B account-based marketing needs
“We see that DSPs are certainly not servicing some of the needs that these customers, DSPs are demand side type of, I'm talking Google app next to some of the others, right?”
Manny Iyer Apr 24, 2018 ▶ 15:56 1004 Can sharing team size hurt your growth?
Assertion Supported
Google maintains search ranking neutrality between new and legacy domain extensions.
“Google will say that, that new TLD and legacy TLDs they are in different. I'm sorry, top level domain. I hate it when I do that. So whether, so, so Google will say that there is no, a different, you know, bias one way or the other.”
Bruce Jaffe Apr 23, 2018 ▶ 5:36 1003 With $150m Raised, He's Sold 3m "Weird" Domain Names
Prediction Not checkable as stated
Keyword-specific domain extensions like .coffee will likely improve SEO rankings.
“Clearly if somebody is searching for something around coffee and dot coffee is, Is the domain extension, then that's most likely going to be better, not worse.”
Bruce Jaffe Apr 23, 2018 ▶ 5:54 1003 With $150m Raised, He's Sold 3m "Weird" Domain Names
Assertion Supported
Osetek: Roughly 90% of New US Digital Ad Dollars Go to Google and Facebook
“So a lot of studies, at least in the U S have shown that something like 90% of the new digital dollar dollars going into digital have been going to Facebook and Google.”
Alan Osetek Mar 24, 2018 ▶ 7:54 973 How Digilent is Competing in Changing Programmatic Ad Landscape, $40m in Volume over TTM
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