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 15,480 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 52 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
CloudCherry has experienced zero customer churn in its SMB segment
“Whereas SMB, we have had no churn. None of our customers have left us. That's the honest fact.”
Le Moal: Some Indian startups burn $200M per year
“We are talking, you know, a couple of hundred millions a year.”
Epstein: Sentient runs the first fully AI-traded hedge fund
“One of Senian's products through a subsidiary called Senian Investment Management is a hedge fund that is, we think the first Fully AI-traded hedge fund.”
Barrett: Expensify does not employ commissioned salespeople
“We don't have any commissioned salespeople, and so that, like, that screws up everyone's models as well.”
Barrett: Expensify's support team is its primary revenue generator
“Actually, our primary revenue generator is our support team. The vast majority of our revenue comes after you've interacted once or twice with our support team, but almost never with, like, a salesperson going through a demo and things like that.”
LinkedIn Sent Simultaneous Cease-and-Desists to Multiple Data Startup CEOs
“There are many CEOs that I'm very close with just through the show that contacted me several days ago that said they all around the same time, you know, got cease and desist letters from LinkedIn, you know, them just trying to protect their data.”
Mask: Upfront setup fees drove Infusionsoft's monthly churn from 8% to 2%
“Would you directly associate that upfront fee with being the number one mover of your churn going from eight to two percent? Absolutely.”
DataSigns claims sole mandate from Indian banks to originate proprietary credit scores
“So what we are the only company in the country today where multiple banks and NBFCs have given a mandate to acquire these customers, risk assess these customers. Also you know, these companies accept a credit score. And they lend to these customers based on ou…”
Chen: Kaiser's 52% virtual visit metric includes web portal logins
“Turned out that It's a little bit not quite true, right? Most people say, say, do you mean like, 52% of Kaiser Permanente visitors are not on telemedicine? No. What they mean is, every time you're going to, ah, let's say, a webpage, a patient portal, request s…”
Rachleff: Yale's David Swensen Called Wealthfront The Best Asset Manager
“He's been an investor in my two venture capital firms. And when he heard about Wealthfront, he said, you know, I think this is the best way to manage assets other than perhaps the top 10 endowments in the world.”
GoldenKey's agent network is 60% larger than Redfin's after one year
“To give that some level of context, Redfin has about 1100 agents. So we, in a, in about a year, we're 60% bigger than Redfin.”
RocketReach claims 85% accuracy compared to Email Hunter and Data.com
“If you use something like email hunter and data.com, the, you know, the accuracy is going to be around the 40 to 50% mark, whereas ours is 85%.”
Soothe overtook competitor Zeel in 2015 by growing three times faster
“In August of 2015, We were a little bit behind in revenue with zeal, our biggest competitor at the time. But we know that we literally lapped them. We grew at three times their rate.”
Sykes: Made $20M teaching in 2015, but only $100K from trading
“Roughly twenty million and trading profits were the same, roughly a 100,000 dollars because I trade with such a small account.”
Sykes: John McAfee's penny stock tanked 50% under an SEC investigation
“His penny stock has also gone from 30 cents to four dollars a share, and it just tanked 50% in the past two days now that he's under SEC investigation.”
Latka: Heyo returned seven figures to investors upon acquisition
“And quite frankly, we gave seven figures back to investors.”
Andrew Warner reveals Latka made under $100,000 from the Heyo acquisition
“And you got less than a 100,000 dollars from it.”
Wilner claims 98 percent of Wix users fail to finish building sites.
“98% of people that start building sites on Wix actually fail to complete them, which is a pretty they're a volume play, right?”
Butcher: Blippar holds more camera usage data than anyone else worldwide
“And now we are very much becoming a data company and we have more data than anyone else as to how people use the camera in this way, what they're looking at, what they want to look at that they can't access content on and how they're playing with this content.…”
Robocalling every Florida voter costs $500k at a 90% profit margin
“But for example, to call every voter in Florida you're looking at a cost of around 500,000 dollars to the client and we're able to capture 90% of that as revenue for our, or as profit for the firm.”
Eisenberg: Nexar covered more road mileage in 9 months than Google Street View
“We've already covered in, you know, like nine months more mileage than Google Street View has in all its existence.”
Walch: iTunes Top 200 Chart Ignores Ratings and Reviews
“The top 200 list in iTunes is based on the total number of new subscribers in the last seven days with a weighted average for the last 24, 48, and 72 hours. It does not factor in ratings and reviews in the top 200 list.”
Rob Walch: Median podcast episode receives approximately 150 downloads after 30 days
“When we look at the median number of where shows fall, it's about a hundred and fifties, the median. That means I think last week, last month was a 156 or just think, I think it was.”
Loubier: Mailbird retains only 7% to 8% of monthly subscribers month-over-month
“Okay, so out of a hundred, it would be roughly about, I would say, seven to eight percent of those.”
Mohit Aron claims he invented the concept of hyper-convergence at Nutanix
“I left Aster in 2009, and I actually founded the infrastructure company Nutanix in 2009, September 2009, and I was there with Nutanix for a little more than three years, and I was the brains behind the concept of hyperconvergence, which has kind of taken over …”
Ford sells 200,000 cars a month; Tesla sells 30,000 a year
“Ford sells 200,000 vehicles in a month. And Tesla will sell about 30,000 this year.”
Asian SaaS startups with $1M ARR can command $50M Series A valuations
“If it's a SaaS model, they could easily be looking at 3040, depending on the market, fifty million dollar valuations.”
Harry Campbell: Rideshare drivers earn roughly 50% less than at launch
“Drivers are making probably 50% less than they were when they first started.”
Podolsky Claims 1,000% ROI on Owner Financing and 300% on Flips
“Our average ROI is over a thousand percent on owner financing and 300% on flips.”
Turner: Swipeby grows at 400% year over year with accelerating growth
“You know, we are at, like, 400% year over year. It's actually accelerating.”
Turner: Swipeby Runs 400 Monthly Demos Entirely Through Outside Sales
“400, something like that, 300 to 400 right now. Again, all outside sales, not a dollar on marketing, not a single inbound funnel.”
Buchris: Roughly 2% of global web traffic runs through Didomi's SDK
“We got an SDK that we display on the different websites, on our customers' websites, and just to give you one number more or less two percent of the global web traffic is going through our SDK.”
Claude and Gemini spreadsheet integrations fail on over 100 rows
“If you have, if you try Claude and Gemini and the likes on more than a hundred lines,
It's gonna slow down and fail and so on.”
Cheah: RWKV Architecture Could Reduce Inference Costs by 1,000x
“Like this new AI architecture has the potential of reducing inference costs by over a thousand X.”
Arora: Gather AI Has the World's Only Stack for Off-the-Shelf Hardware
“Now our stack is the only stack in the world that you can put on a moving camera that you buy out of Best Buy and turns it into an autonomous data gatherer.”
White: Fathom lost $50 per user per month in its early years
“We were losing like, 50 dollars a user per month in the first, you know, couple years of fathom.”
Kahlow: An unnamed customer boosted SMB revenue 25% using 1Mind
“Fiona is set to talk to their SMB business, so when somebody asks for a demo, they engage with Fiona, she gives the demo, she qualifies, she takes them through to close, and they were able to increase their revenue by 25% in their SMB small business segment.”
Kahlow: 1Mind reached 211% NDR over its first year of renewal cycles
“We've been in market for 18 months, so we've, you know, we've come up on a full year of renewal cycles. We had a 211% NDR, which is amazing.”
Kahlow: 1Mind's AI Agent Sourced 78% of Sales Pipeline
“78% of our pipeline has been sourced and created via Mindy, our superhuman. She's putting on eight figures a quarter, if not more, in qualified pipeline.”
Kaufman: SafeBooks AI Can Fully Automate Cross-System Financial Data Validation
“And we now using the benefits and power of AI, we can fully automate that work.”
LLMs now drive 20% of Allo's total web traffic
“I think the UTM chat GPT is around eight percent on the traffic, but when you talk, I think it's more around 20% traffic coming from LLM today.”
Allo customers who make more than five calls never churn
“Every people did more than five calls using my product, never churn.”
Goyo: Allo achieves over 35% free trial to paid conversion
“So today, because it's a free trial, we have above 35% conversion.”
RingCentral pays G2 $600 per lead, pricing out startups like Allo
“Like, RingCentral is paying 600 dollars a leads on G two. I cannot compete for that.”
Gilkey: TitanX IP cost $200K upfront and is now valued at $100M
“200 grand up front, 800 grand seller note. So I turned 200,000 dollars into what is currently valued at a hundred million, you know.”