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 15 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 Contradicted
Malinan: Shopify caps videos at full HD and lacks adaptive delivery
“Shopify limits your videos to full HD. You cannot have a video which is higher resolution than that. Also, they kill the quality. They don't have the adaptive delivery and just the overall performance is, is just terrible.”
Vlad Malinan Dec 17, 2025 ▶ 8:48 Bootstrapping Through War to $6M ARR: A SaaS Founder Story
Assertion Contradicted
Eruimy: Shopify locks users in by owning their merchant data
“Because Shopify, you, you're in a closed environment. So your data are owned by Shopify. And if you want to shift to something else, you have to rebuild your store from scratch.”
Alexandre Eruimy Jan 18, 2019 ▶ 3:45 1273 270,000 ECommerce Shops Use This Tool (Not Shopify)
Assertion Partly supported
Omnisend is the number two Shopify marketing platform, 10x smaller than Klaviyo
“So actually, our direct competitor, number one, is Klaviyo. Yes, they are bigger than us. They are like, 10, 11 times bigger than us. They are very big in Shopify ecosystem. We're number two. You know, 10 times smaller, but still number two in the Shopify ecos…”
Rytis Lauris Jun 13, 2024 ▶ 3:24 $50m Bootstrapped CEO Shares His First SEO Hire, Growth Tactics and Playbook
Assertion Partly supported
Shopify and Mindbody Generate 40% to 50% Transactional Revenue
“Shopify, MindBody, all these guys, they're all 40% to 50% transactional at this stage.”
Ronan Percival Dec 4, 2019 ▶ 12:50 1593 Why His SMB Churn is 6% When Everyone Elses is 12% doing $12m in ARR across 5000 Salon Owners
Assertion Supported
Harris: Toast and Shopify derive 50% of revenue from fintech
“If you look at toast as a publicly traded company or Shopify as another, you know, 50% of their revenue is coming from fintech solutions.”
Adam Harris Dec 5, 2023 ▶ 6:30 $100m in revenue selling software to 27,000 AirBNB hosts?
Assertion Partly supported
Amit RG: Shopify Plus has roughly 15,000 merchant stores
“Shopify plus are like 15,000 stores.”
Amit RG Feb 15, 2023 ▶ 12:16 How he hit $2m ARR in 24 months for Ecommerce Support SaaaS, Raised at $20m valuation
Assertion Partly supported
Disco raised a $5M seed round with Shopify and Solana angels
“In our last round we raised five million US and we have incredible angels as well. Lots of interesting folks from Shopify Lambda School, Solana, Endeavor, very interesting people who are participating.”
Candice Faktor Mar 18, 2022 ▶ 6:19 Disco Helps Hundreds of Customers Facilitate Live Learning, Can They Beat Hopin?
Assertion Supported
Kumo hired the executive who built Shopify's channel partnership structure
“So we recently actually just hired the head of channel for Shopify and who originally set up the whole Shopify structure.”
Kieran Bollard Jan 6, 2020 ▶ 13:36 1626 How He's Making $5m in ARR off $35M in GMV From B2C ECommerce Brands
Assertion Supported
Privy ranks as Shopify's #1 marketing app and #2 overall app
“Shopify. [623] Nathan Latka: You didn't even hesitate. [625] Ben Jabbawy: I mean, for sure, you know, that it's kind of like a rocket ship over there, and we've, we're the number one app in that ecosystem. [632] Nathan Latka: For what category, like what searc…”
Ben Jabbawy Jan 22, 2019 ▶ 10:22 1277 Mailchimp for Shopify Customers Passes 5,000 Paid, $3m in ARR, 15k Shopify Reviews
Assertion Supported
Rubin: Landmark client Death Wish Coffee is a top Shopify merchant
“December first, I have death wish coffee, which is one of our sort of landmark customers. They're one of the biggest Shopify customers on the platform. And so we're doing a webinar December first.”
Chad Rubin Dec 21, 2016 ▶ 18:09 EP 515: 0 to $300k MRR in 16 Months Helping 300 ECommerce Brands Streamline with Skubana CEO Chad Rubin
Assertion Supported
Bhatia: Verbal Plus Visual Built the First Wine Integration on Shopify
“Shopify didn't allow you to do that before, and we worked with them, and we were the first wine integration on, on their site.”
Anshay Bhatia Jun 18, 2016 ▶ 3:46 $150k at 26 Years Old, Now Charges $50k-300k Per ECommerce Project, EP 298: Anshey Bhatia
Assertion Supported
Rubin: Fashion Nova is a top three Shopify store globally
“I think they're like, Top three Shopify store in the world.”
Aaron Rubin Jul 7, 2021 ▶ 3:35 Shiphero Raised $50m last week, inside their metrics
Assertion Supported
Shopify strictly bans developers from incentivizing app store reviews
“It's, you're not allowed to actually incentivize reviews.”
Ben Jabbawy Jan 22, 2019 ▶ 11:59 1277 Mailchimp for Shopify Customers Passes 5,000 Paid, $3m in ARR, 15k Shopify Reviews
Assertion Supported
Privy has accumulated over 15,000 reviews on the Shopify App Store
“So if you have 15,478 reviews on Shopify,”
Nathan Latka Jan 22, 2019 ▶ 10:57 1277 Mailchimp for Shopify Customers Passes 5,000 Paid, $3m in ARR, 15k Shopify Reviews
Assertion Supported
Around.io charges $30 monthly on Shopify with a 20% platform fee
“We have a app on Shopify platform. So it's like 30 dollars a month. So people, when people use our app, that's what they pay us. I mean, of course, Shopify keeps that cut off 20%, but we get the rest.”
Natwar Maheshwari Dec 21, 2017 ▶ 14:25 880 SaaS: Why Is This Engineer Competing in Highly Competitive Space?
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