The Ledger

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why aren't all 2,044 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 Supported
Pompliano: 99% of early Italian COVID-19 deaths had pre-existing conditions
“99% at one point of all of the deaths in Italy had either some other health concern or a pre-existing condition.”
Anthony Pompliano Apr 13, 2020 ▶ 10:30 New podcast: Anthony Pompliano on Price of Bitcoin, Gold, Chinese Power, Corporate Bailouts and 3 Places He's Investing
Prediction Held up
Nathan Latka: The $349B PPP stimulus funds will run out quickly
“So the trick with this that, you know, Connor, that I'm trying to share with people is I think the money will run out. Right. If you take three hundred fifty billion. Right. At a max of ten million per company, that's only 34,000 companies. Right. Even even if…”
Nathan Latka Apr 3, 2020 ▶ 10:23 1714 Do This Today: How Much You Get $349b PPP Stimulus for SaaS Founders
Prediction Held up
Brex Will Hit $1 Billion in Monthly Transaction Volume by 2022
“Definitely less than two years.”
Enrique Dubugras Mar 13, 2020 ▶ 12:43 1693 He Gives Founders a CC, No Personal Gauruntee, Will Pass $1B GMV in 30 Day Period by 2020.
Assertion Supported
Malone: California legislation effectively outlawed core-and-freelancer corporate models
“Well, California just outlawed that. So California is actually moving back in time against that.”
Mike Malone Feb 16, 2020 ▶ 11:50 1667 Top Tech Journalist Predicts We'll All Be Unemployed, Blockchain Takeover, Less Taxes!
Assertion Supported
Szneiberg: Investing.com surpassed Bloomberg in web traffic with 100M monthly sessions
“We just surpassed Bloomberg in traffic recently with a hundred million sessions a month on the site alone.”
Lonnie Szneiberg Oct 21, 2019 ▶ 1:24 1549 Why Did He Leave a $60m Revenue "Unicorn"?
Assertion Supported
Zafar's 1998 startup invented the fingerprint sensor tech now powering iPhones
“We invented the fingerprint sensor chip. In 1998, we had it built into the laptop in 19 early. So today that technology and my team work for Apple is in all iPhones.”
Naeem Zafar Oct 4, 2019 ▶ 1:31 1532 His Hardware + Software Will Reduce Grain Spoilage by 30-50%
Assertion Supported
Ford spends more per car on healthcare than on steel, Lannart says
“And the reality is Ford spends more money per car on health insurance than it does steel.”
Amanda Lannart Sep 28, 2019 ▶ 1:52 1526 With $60m in ARR, 1400 Employers, 18m Employees Use JellyVision for Understanding Employee Benefits
Assertion Supported
DiscoverOrg's aggregate net revenue retention across all tiers approaches 100%
“It's close to a hundred.”
Henry Schuck Sep 19, 2019 ▶ 16:40 1517 How $165M ARR DiscoverOrg Sales Operation Works
Prediction Held up
Mehta: Gainsight will reach $100M in ARR by 2020
“We'll be there in that timeframe.”
Nick Mehta Sep 8, 2019 ▶ 12:45 1506 Gainsight: We'll Hit $100m Revenue in 2020, $60m+ Now
Assertion Supported
Glidden: Introhive has 100,000 seats deployed at PwC
“We're not one of those companies that has, you know, five seats at PwC, you know, we've got a 100,000 seats at PwC.”
Jody Glidden Jul 20, 2019 ▶ 8:27 1456 Hyper Secure CRM Tool Passes $10M in ARR
Assertion Supported
Airbnb's gross booking volume is approaching $100 million per day
“It's probably close to it's getting, it's approaching a hundred million dollars a day. I would say going through Airbnb.”
Scott Shatford Jun 26, 2019 ▶ 18:09 1432 $100M/Day In AirBnB Bookings, He Makes $375k/mo Selling The Data
Assertion Supported
Keil claims Micro Focus's legacy HP software business is declining rapidly
“HP merged with its software business with Microfocus a year ago. And it's again, public record that that business has been declining very rapidly.”
David Keil Apr 10, 2019 ▶ 7:01 1355 QASymphony Tricentis Merged Entity $80-100 ARR Going After DevOps Pie
Assertion Supported
Almond: $18T in US commercial payments are still done in paper checks
“There's 18 trillion dollars in commercial payments in the US alone still done in paper checks”
Jeremy Almond Apr 7, 2019 ▶ 8:04 1352 B2B Version of Venmo About to Pass $5m in ARR
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
Agarwal: Vista Equity Partners has never lost money on an acquisition
“They've never lost money. And any acquisition in their history, which no company can say.”
Reggie Agarwal Feb 6, 2019 ▶ 22:13 1292 How Cvent Hit $500m Bookings with Eyes on $1B in Meeting and Event Space
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?
Assertion Supported
Gordy: Blackbaud locks nonprofit customers into one- to four-year contracts
“Then they might be under a one, two, three, four year contract due to some of our competitors like BlackBaud that have really held people in for long-term contracts and really kind of got their nails in.”
Jeff Gordy Nov 16, 2018 ▶ 7:15 1210 How this Niche CRM player passed $7m in ARR after CEO Stroke
Assertion Supported
Remote Workers Are Less Likely to Desire Long-Term Tenure, Research Shows
“The research that we did with Virgin pulse revealed the opposite, revealed that if you work remote, you're much less likely to want a longterm career, your company without the social interactions that you get in a physical office space. And if you aren't using…”
Dan Schawbel Nov 13, 2018 ▶ 15:17 1207 How This Author Launched $800k+ Conference and Research Revenue Stream
Assertion Supported
Budman: Backblaze stores about half as much data as Dropbox
“And at this point we are storing about half as much data as Dropbox.”
Gleb Budman Nov 10, 2018 ▶ 8:21 1204 $30m ARR Cloud Backup Company Almost Bankrupt from Thailand Floods
Assertion Supported
Kidron: China deal pays Oramed $50M and 10% royalties, implying $1B valuation
“They're paying us fifty million dollars and 10% royalties, and they've been investing hundreds of millions of dollars into the facility of the building in China, and China is five percent of the global market of diabetes, so the value that they gave us, this f…”
Nadav Kidron Oct 24, 2018 ▶ 13:14 1187 The Chinese Gave Him $50M For Orally Delivered Insulin Capsul Idea, Will It Take Off?
Prediction Held up
Têtu: Coveo will pass $100M ARR very imminently
“We'll cross this and much more very imminently.”
Louis Têtu Oct 2, 2018 ▶ 8:10 1165 Coveo CEO: "We'll pass $100m ARR imminently" on $150m raised for AI powered search
Assertion Supported
Furutan: Contest Factory owns patents for online contests and voting
“And in fact we, as you mentioned, we own the patents on online contests and voting.”
Dr. Iman Furutan Jul 2, 2018 ▶ 3:13 1073 Are 5 Companies at Once Too Many?
Assertion Supported
Brian Miles: Zirtual imploded due to poor financial management
“Zurchal imploded two years ago and was sold to this organization that now owns it in Columbus, Ohio, because they didn't manage their money very well.”
Brian Miles May 23, 2018 ▶ 9:16 1033 Couple Cashes Out 401k in 2010, Now Doing $15m/Year
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
Assertion Supported
Johns Hopkins researchers replaced heart attack scar tissue using banked stem cells
“At Johns Hopkins, they took these bone marrow derived mesenchymal stem cells, that same ones we store for you. And they grew them and introduced them into the damaged area of a person's heart after they had a heart attack. And they were able to grow healthy ti…”
Steven Klausnitzer Apr 3, 2018 ▶ 9:07 983 200 People Have Paid Him $2k To Live Forever
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
Prediction Held up
Nancy Ham targets $100M ARR for WebPT by 2020
“Oh, twenty-twenty is our target. Now that is our BHAG, our big, hairy, audacious goal, but that's what we're shooting for.”
Nancy Ham Mar 23, 2018 ▶ 9:50 972 How Battery Paid Off Early Shareholders in Secondary Offering of $40m+ ARR Health Tech Company WebPT
Assertion Supported
Smith: Qualtrics is and has always been cash-flow positive
“Makeup that we have at Qualtrics where we're cashflow positive. We've always been, it was really nice to be able to say, Hey here's an opportunity to have some liquidity and, you know, kind of get acclimated a little bit to what life is going to be like for a…”
Ryan Smith Feb 10, 2018 ▶ 10:46 931 Qualtrics "Well Past" $250m in ARR, When Will The Go Public?
Assertion Supported
App builder competitor BuildFire started as a Bizness Apps partner
“Build fire for one used to be a partner of ours.”
Andrew Gazdecki Jan 12, 2018 ▶ 13:04 902 SaaS: Bootstrapped BiznessApps Passes $17m in ARR, 3000 Agency's Building SMB Mobile Apps
Assertion Supported
Foster: Zapier has grown profitably on customer revenue since 2012 $1M seed
“We did do a small round when we were first getting started, so we went through Y Combinator and then raised I mean, what today is a modest seed round, about a million dollars in September, twenty-twelve. But since then, we've grown profitably and on customer r…”
Wade Foster Jan 3, 2018 ▶ 6:32 893 SaaS: How Zapier Passed 60k Paid Seats and $20m in ARR
Assertion Supported
BitCart disabled Bitcoin payments after Dash drove 90% of business
“We have funded BitCart who, an integration into BitCart. They're a service that allows you to buy Amazon gift cards for 15% discount. And after integrating Dash, they actually disabled Bitcoin because Bitcoin transactions were taking a long time. They were cau…”
Ryan Taylor Oct 18, 2017 ▶ 17:24 816: Crypto: With $1b+ Cap, DASH Wants to be a Better Venmo
Assertion Supported
McCormick: Anyone can buy their way onto a bestseller list
“Of course it is. You've got a lot of people out there who actually do it. So yeah, it's, as we've always said, you can buy anything. So yes.”
JT McCormick Sep 22, 2017 ▶ 2:09 790: Book in a Box Passes $11.3m in Revenue, 500+ Authors
Assertion Supported
Herzog: Bancor raised $153M in three hours during record-setting ICO
“And we raised in three hours, something that was at the time, a hundred fifty three million dollars, which was at the time the large, largest fundraising ever, but that record was quickly broke by following ICOs.”
Eyal Herzog Sep 19, 2017 ▶ 7:25 787: Crypto: With $163m Raised, He Launched the #1 ICO
Prediction Held up
KnowBe4 expects to generate $50 million in revenue in 2017
“We're gonna do fifty million in this year, 2017.”
Stu Sjouwerman Jul 10, 2017 ▶ 5:06 716: Putin is Making This Man $50 Million Per Year
Prediction Held up
Jay Jumper: Vanguard will maintain its AUM lead over Wealthfront and Betterment
“Vanguard keeps its lead. Vanguard's done a great job of having a an investment. What most, most people don't spend a lot of time and attention on the cost associated with and having a low cost solution like Vanguard has been a very good, done a very good job o…”
Jay Jumper Jun 9, 2017 ▶ 24:44 685: He Loved A Product, So Acquired Whole Business with Doc Signing Signix CEO Jay Jumper
Assertion Supported
Corthout: HubSpot's free CRM lacks deep mailbox integration and automation
“They don't scrape email signatures. The connection with the mailbox is, is, is much, much less there. We have some more automation.”
Jeroen Corthout May 28, 2017 ▶ 10:04 673: Getting Your First 100 Customers with Salesflare CEO Jeroen Corthout
Assertion Supported
Stein: Warren Buffett does not practice his own passive investing advice
“He's, he doesn't do what he preaches, right? He's an active investor himself.”
John Stein May 25, 2017 ▶ 14:36 670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein
Assertion Supported
Ellis: Dropbox was the fastest SaaS business to hit $1B ARR
“They're the fastest company, fastest SaaS business to ever get to the one billion dollar revenue run rate”
Sean Ellis May 1, 2017 ▶ 25:11 646: He Coined Term "Growth Hacking" After DropBox, EventBrite, LogMeIn Work, Now Launching Book "Hacking Growth" with Sean Ellis
Prediction Held up
Mark Zuckerberg Might Run for President in 2024
“No, but he might run in twenty-twenty-four.”
Derek Thompson Apr 11, 2017 ▶ 17:28 EP 626: Senior Editor at The Atlantic Releases Book To Predict Popularity In New Distraction Age with writer Derek Thompson
Assertion Supported
Girard: Fruit Street raised $6M from 180 physician investors
“The company started in May of 2014 and, you know, we've raised about six million dollars of funding from a 180 physicians that have invested in the company as well.”
Lawrence Girard Feb 19, 2017 ▶ 3:12 EP 575: Fruitstreet Raises $6m From 180 Customers for HealthTech, New Kind of VC with CEO Laurence Girard
Assertion Supported
Rachleff: Daily Tax-Loss Harvesting Adds 1.5% to 2% to Returns
“And if you do tax loss harvesting just at year end, according to our research, that can add about .6% to your annual after tax return. But by looking for these losses daily, it can add, as I said, one and a half to two percent.”
Andy Rachleff Dec 4, 2016 ▶ 8:04 EP 498: $130M Raised Wealthfront Crosses 100,000 Investors, $4.4B in AUM with CEO Andy Rachleff
Assertion Supported
Putnam: Ad-tech middlemen capture 60 cents of every online advertising dollar
“So, what you have to understand is about 60 cents out of every dollar that's spent on online advertising is eaten up somewhere in the middle.”
Nathan Putnam Sep 28, 2016 ▶ 13:51 EP 431: Agency Does $6m 2015, 41 Employees with Publisher/Advertiser Network CEO Nathan Putnamof Monumetric
Assertion Supported
Latka: Success Magazine gets 2M unique visitors compared to Forbes' 30M
“This is why I'm going to throw a five million dollar acquisition out for success magazine when frankly, it's like the worst performing magazine, two million uniques when Forbes gets thirty million.”
Nathan Latka Sep 14, 2016 ▶ 35:53 EP 417 SPECIAL: Warner Interviews Latka: Con Artist or Brilliant Genius?
Assertion Supported
Apple refuses to sell repair parts to independent shops
“Apple does not actually sell repair parts.”
Erica Douglas Jun 17, 2016 ▶ 8:21 EP 328: She Bought 50% for $17k, Now Does $1M Per Year in iPhone Repairs
Assertion Supported
Rob Walch: Adjusted average podcast episode gets roughly 2,000 downloads since 2012
“Take out the top half percent, and I take anything three or fewer out, the average is right about 2000. It stays 2000 plus or minus a couple hundred. And it stayed that way since 2012. It hasn't changed.”
Rob Walsh Jun 2, 2016 ▶ 12:17 Why Most Podcasters Lie with Rob Walch of Libsyn, EP 249: Rob Walsh
Assertion Supported
Elon Musk Funded Struggling Tesla on Condition He Could Run It
“Elon was an investor with us, and on board, and then when the company was in a dire straits, Elon said that he put money in if he could run it.”
Tim Draper Feb 9, 2016 ▶ 12:43 This is The Worlds Most Influential, Powerful Investor with Tim Draper of DFJ Venture (Timothy Draper)
Assertion Supported
Colgan: 2011 Supreme Court Ruling Shut Down Cell Contract Class Actions
“In 2011, the Supreme Court of the United States basically issued a ruling that said the Federal Arbitration Act preempts state law, and so it all but shut down the efficacy of class action lawsuits in the case of things like cell phone contracts.”
John Colgan Jan 22, 2016 ▶ 9:39 He Sue's Cell Phone Companies that Pray on You with Jon Colgan of Cellbreaker
Assertion Supported
Turner: Swipeby Clones Business Owners' Voices to Autonomously Answer Phone Calls
“Yeah, we can clone the voice of the business owner, answer whether one person calls or a million people calls”
Carl Turner Sep 1, 2026 ▶ 2:56 He Sells AI Door-to-Door. $3.5M ARR, 400% Growth, $0 Ads
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