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 1,321 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 45 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
Latka predicts he will take a company public by age 30
“I, Andrew, I want your listeners to know this. It's recorded. I'm taking company public by the time I turn 30.”
Butcher: Blippar's visual AI will reach adult-level maturity by 2017
“Yes, and it will be, it'll be reaching maturity of an adult brain within the coming year, and that's what's so exciting, and that will create a whole new behavior to what we're doing with blepper, that rather than it being reactive and you having to wait until…”
Wickham in 2016: Instagram's algorithmic feed will destroy it for marketers
“And I guarantee you the right, I mean, the right is on the wall. Like it's gonna, it's going to, it's gonna just plummet as a platform for marketers.”
Rama: Bitfusion could match VMware's scale if executed correctly
“We think this could be as big as VMware, if we executed right in the next few years.”
Walch: Apple will never release granular playback drop-off data
“And I don't see Apple ever releasing out the information that we would need to get on that playback and where it leaves.”
Lake predicted Lessons.biz would reach $100M annual revenue by 2018
“I will measure that in dollars. And so my goal is to at least be doing a hundred million in revenue annual.”
Latka: Artists and creatives will rule the world as AI advances
“And I think as AI artificial intelligence and machine learning continues to advance, The artists and the creatives are going to eventually rule the world because you can't automate to empathy, which is what architecture majors and artists and people like you h…”
Garg: Practice by Numbers will reach $100M+ revenue within 10 years
“10 years from now, hundred million dollar plus revenue. That's absolutely possible. And that will happen. It'll probably happen much faster.”
Cheah: Global AI Market Will Segment into Domestic Sovereign Models
“So they are going to the direction of highly tailored sovereign AI models for the domestic market. And we actually see this happening more and more. So for Cohear, they will service the Canadian market. For the US market is going to be served by OpenAI Entropi…”
Komoni predicts AI agents will autonomously negotiate cross-company supply chain logistics
“Every package, every shipment, we will know what's happening with it. It's going to speak. AI agents are going to know what actions to take based on those, whether it's email, whether it's phone call, they're going to talk to other companies, agents. And resol…”
Beckett predicts Flossy will win the dental market by year-end
“I mean, I think we are rapidly becoming the dominant platform in dental And I think we will be, I think by the end of this year, it'll be clear that we've, you know, won in dental.”
Kershenbaum predicts Anthropic's Claude will avoid targeting niche month-end accounting workflows
“Can Claude focus on, on that specific use case and try to wage war? Yeah, I think it's highly unlikely though for them to do so.”
Latka says software companies need proprietary customer memory to rival AI
“I think you're going to see a lot of software companies today realize that they can't compete with AI unless they sit on some kind of memory about their customers that the general AI foundational models don't have access to, right?”
Spiegel: Lawmatics can reach a 12x-13x valuation multiple with AI
“Given where we are in the market now, and especially with some of the stuff with AI, I think we actually will get back to, or we have the opportunity to get back to a 12 or 13 X multiple on business if we look to do something.”
Spiegel: Glorified ChatGPT wrappers will face valuation reckoning and crash
“And so I do think we're going to see my guess is that we see a little bit of a reckoning on some of these crazy valuations on some of these companies that are again, just glorified chat GPT rappers. So I think we'll see a little bit of a crash on some of those…”
Sinha: Dresma will substitute digital marketing agencies for multichannel content
“I mean, essentially, we'll be substituting digital marketing agencies. You wouldn't need digital marketing agencies anymore. You'll essentially be coming to us, and we would essentially create your entire content plan, whether it be for whichever content chann…”
Howery: 3% mortgage rates will probably never happen again in our lifetime
“People are not buying because everybody's still betting that they want to go back to the three percent mortgage date, which probably never going to happen in our lifetime.”
Walker: Tembo will have million-dollar-a-year enterprise customers
“No, we'll, we'll have million dollar a year customers. We have Fortune 50 prospect right now that, you know, they have nothing like this.”
Moore: Alternative Mobile Billing Will Create a Venture-Scale MoR Market
“I think that there are going to be tons of new merchant of records that are introduced to the market if the ruling is here to stay. And that's crazy because a huge, you know, it could mint a Completely new market overnight. That's like a venture scale.”
Rush: AI-augmented founders running zero-employee companies will become the corporate standard
“And I think the future is founders plus AI agents, and that will be the new normal. They will be the new corporations run by very few people in some cases, like in my case, almost no people and the AI.”
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…”
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…”
Latka: Vertical AI tools that implement user memory first will win
“My bed is these AI tools, the first tools that in a specific niche, so you'd be video editing that allow me to store my memory, me teaching and sticking the memory into some magic is what creates the lock-in. And I think turn is going to drop the second people…”
Ackerman: Reveleer Will Grow Revenue From $50M to $100M This Year
“Six years from one to 25, one year from 25 to 50, and this year we'll go from 50 to a hundred.”
Ackerman: Reveleer is positioned to reach $200M in revenue next year
“And I think that puts us in a position to do two hundred million next year.”
Jay Ackerman: Point Solutions in Vertical SaaS Won't Survive
“Scale matters. Particularly in vertical SaaS. That's the world we're in. Scale matters. Point solutions aren't going to survive.”
Coro expects to reach $100M ARR by the end of 2024
“So we expect to end this year at around a hundred million, and we're building a billion dollar ARR company in the cybersecurity space.”
Parry: SaaS will not transition entirely to pure usage-based pricing
“I definitely don't think it's the case that everything is going to be usage based and everything is going to be sort of an extreme variation of usage based.”
Abujamra: OpenAI will not solve complex PDF table extraction soon
“I don't see open AI and these folks solving this problem so early because when you go into PDF tables, it, there's a lot of things that OCRs don't solve.”
Prados: Review Wave expects 150% to 160% NRR by year-end
“We've got a number of strategies where, you know, the net revenue retention you know, we're going to go for is going to be, you know, by the end of the year, we expect to be about a 150, 160% net revenue retention with some additional products and things that …”
Chaser can beat Trello's Slack app because it lacks stickiness
“What I think, though, is we can beat Trello in the app store, and that's because Yeah, I've used the Trello app. It isn't sticky. It doesn't, it's just pinging a channel whenever somebody you know, moves a card across the Trello board. It only really stayed on…”
Latka: Aircall is a strong 2024 IPO candidate with $130M+ revenue
“I think air call is potentially a great IPO candidate in 20, 24, over one hundred and thirty million dollars of revenue.”
Chopra: Umwelt.ai expects to reach $1M in revenue within one year
“So we are looking at reaching one million dollars within the next one year.”
Winkler predicts all oil geosteering will be automated within five years
“But I think it'll eventually prevail so that in five years, nobody, nobody's manually doing GPS during the old way.
They might be, might not be using hard software, but I think in five years, people will all be doing it in this computed automated fashion.
That…”
Kumar predicts Juggle will leap from $1k to $1M revenue this year
“But we had under thousand last year, and this year we will be hitting one million.”
The future of AI software is promptless, not conversational
“We see a promptless future. You shouldn't have to converse with your machines in order for them to extract value from them.”
Latka: Freelance management software will spawn a $1B company within five years
“I am convinced that we are within five years of somebody taking a company public with a billion in revenue or at a billion valuation because they manage freelancers and part-time talent so well.”
James Ski Predicts TikTok Will Optimize Its Feed for B2B Content
“And I do believe that TikTok are going to figure out B to B. Even if you look at the feed right now, and you know, you see silly dances, and I mean, there's so much more the, in 20 20 I thought it was just silly dances, but now anything I like, music, fashion,…”
Patel: SaaS is a race to the bottom with price cuts
“SAS is a race to the bottom. Everyone keeps charging less and less for the same features and is copying other people. And that's what's gonna keep happening.”
Soni predicts Goldcast will cross $10M ARR by end of 2023
“We will easily cross ten million by end of this year, and hopefully we can double next year as well.”
Wickberg: UpSales can triple revenue from existing customer base alone
“So when I talk to investors, I usually say that we think that we can triple our revenue without bringing in a single new customer because the potential in the existing customer base is still massive.”