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 3,128 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
Dragunov: Batch Products will become a billion-dollar brand in five years
“We're growing a billion dollar company brand in the next five years.”
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…”
Filipchuk: Party.Space does not compete with Hopin
“So we don't compete with Hopin because Hopin is not providing corporate events.”
Flock Freight's SoftBank round valued the company under $1 billion
“South of a billion dollar valuation.”
FanDuel founders left the company without liquidity before starting new ventures
“We all left FanDuel way before we started new companies. Let me put it that way. Okay. This was not oh, there's a shiny bright new thing over there that I want to go and do. That was not this case. And we didn't take any liquidity from the company.”
Singh: Vid Camera Raised Over $20M in Token Sale
“So then the token sales raise well over twenty million private and public people like Ontology, NGC, a lot of big funds have come into the token sale.”
Chowdhury: A FeedSauce co-founder is Apple's head of marketing
“And one of our co-founders is the head of marketing at Apple as well.”
Zickerman claims upcoming ISP deal will reach 300,000 businesses next year
“We're about to launch, I can't really talk about the deal, but a major hardware deal that's slated to have us in about 300,000 businesses next year, tier one ISP style.”
Moubeche: Studies show the best salespeople are introverted women
“But actually, when you look at, you know, like all the studies, you see that best salespeople are introvert. Best salespeople are usually women.”
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.”
RiteKit invented auto-hashtagging technology, says founder Saul Fleischman
“Auto-hashtagging, we invented that.”
Santalo: Leaving Bubble requires completely rebuilding applications from scratch
“Bubble's a great platform, but if you ever need to get off of it cause it's not scaling or whatever, you're gonna have to rebuild the whole thing.”
Keynejad: Veed can reach $10M ARR efficiently within two years
“I see a very comfortable, like I kind of see a decent path for the next couple of years to get to the ten million ARR and I think there's a very good possibility we're going to get there and we're going to get there relatively efficiently.”
Jackson: Georgetown Study Shows Gig Economy Lowered Minimum Wage to $5
“Like the gig economy, all the gig economy did was effectively lower the minimum wage from 12 bucks to five bucks. That's Georgetown did a study on that.”
Slack prioritizes its portfolio company Disco on its app directory
“It's like, it's a disco, disco bot grow bot previously. So they were, they are in essentials. They are on the front page. We cannot, like, ask, we, I asked actually, it's like, to put karma next to them, but it was counterintuitive. They invested money in this…”
Campos: Facebook's core engagement metric was 'L 5 of 7'
“Actually when Facebook had was what's called L five of seven. So did you use the product five out of the last seven days? And we're using something very similar or woven to track engagement. The 10 friends was basically the, if you got 10 friends, you were muc…”
Freightos commands 30% of global air freight volume
“We have about a 1500, but we have most of the big ones, so. Although it may sound like we have 15% of the market, by volume we have 30%.”
BounceX will end 2020 well north of $100M in revenue
“We'll, we'll end the year well north of a hundred million.”
US welfare recipients often face effective marginal tax rates over 100 percent
“You have zero work incentive because you start working, you lose all your welfare, but you only make a little bit of money. So the taxes that you effectively face, people who are on welfare today often face tax rates that are above a hundred percent. So like i…”
Trust & Will executed the first US electronic will in 2019
“And then we have our kind of history defining milestone was last year in January, we did the first electronic will in history, US history, which means digital signature, digital notary, digital storage of documents.”
ClearBank and Braavo Offer Debt Capital at 6% to 12% Rates
“Some of the ones I mentioned, like a ClearBank or a Bravo or others, do fall in that with credible companies that have proper KPI metrics.”
Volset: Wall Street will eventually securitize bootstrapped SaaS cash flows
“I think people don't really fundamentally understand the fructibility and like the amazingness of these cashflow businesses once they get to a certain scale. And I think someone smart will end up like securitizing and packaging those type of cashflow.”
Volset: Less than 7% of software acquisitions get mainstream press coverage
“I looked at the, like, 3000 software acquisitions being done in the last three years, and I said, okay, how many of those companies are how many of those companies get mainstream tech press mention when they get sold? And it's less than seven percent.”
Santens: European companies absorb about half of VAT increases on average
“We also see in Europe, too, that around, on average, about half of that is passed on, and about half is absorbed”
Santens: Post-pandemic job recovery will be worse than the 2008 recession
“So we're gonna, I expect us to see something even worse than we saw the last time this happened when, you know, it took 10 years to create all these jobs that we just lost in a matter of time.”
Latka: Additional stimulus payments will pass before the 2020 election
“I don't think Trump can turn that off between now and the election. I don't think that turns off. I think you see additional stimulus is passed. They're not calling it a UBI. It's in response to the virus, but we cannot turn these things off.”
Santens: 1970s Gary guaranteed income experiment boosted homeownership by 26%
“In Gary, Indiana, and that experiment, we saw that there was a large increase in homeownership. So people use that money and they use that to buy homes. It actually increased homeownership by 26%.”
Santens: Every dollar in Canada's Child Benefit increases GDP by two dollars
“Every dollar distributed actually increases GDP by two dollars.”
Jonathan Herzog claims 94% of Americans would benefit from VAT-funded UBI
“If you spend less than a 120,000 dollars a year on stuff, Then you are so much better off, and that's basically 94% of all people in the United States, because there's money coming in from oxygen in the system, from all the transactions, all the production, al…”
Booth: $185T in Global Debt Generated Only $46T of GDP Growth
“Over a 185 trillion dollars has been added to global debt in the last 20 years to produce 46 trillion dollars of economic return in GDP.”
Pysh: Bitcoin hashing power shifted significantly from China to North America
“So like, I would tell you in the 2017 timeframe, you had an enormous amount of the hashing power coming out of China. Today, I would argue you have a, you've had a massive shift of hashing power come into the North America region.”
Pysh: 2020 Fed printing simply returns central banks to post-2008 trendline
“So when you look at this chart and you look at all the printing that they've done just in the last month, that line takes you straight back up to the, if you were going to plot all these balance sheets together where you had this nice linear line that was just…”
Pysh: Federal Reserve monetary expansion forced the 1971 gold standard exit
“The Fed was basically adjusting their money multiplier that was putting more and more money into the system, which then got to the point by 71 that if all these countries said, hey, we want our claim to gold for how much this piece of paper represents, the US …”
Pysh: Governments will soon start bailing out municipalities
“They're going to start bailing out all the municipalities. And that's the one people aren't even ready for is you're going to start having those.”
Pysh: US direct voter payouts and UBI will continue for at least a year
“True. If I'm gonna just say true or false, true.”
Yanowitz: Federal Reserve balance sheet will reach $10 trillion
“I think we're, we'll be at 10 trillion dollars right on the feds balance sheet, which is basically the amount of money that's in the economy right now.”
Yanowitz: Stimulus will cause equities, Bitcoin, and gold to rip
“When you get a ton of like stimulus, well, the equity market's going to pump. It's not just, I, you know, I think Bitcoin's going to go up. I think gold's going to go up, but I think the equity market's going to absolutely rip.”
Schwab report: Grayscale Bitcoin Trust is a top five millennial holding
“Charles Schwab put out an interesting report. It was like, it showed the baby boomers, their top 10 holdings, Gen X, their top 10 holdings and millennials, their top 10 holdings. Well in the top 10 holdings for all three of those classes, you had Amazon, you h…”
Pompliano: China's demographic trajectory mirrors the US 50 years ago
“Demographically China is basically doing what the U.S. Did, you know, 50 years ago, right? They've got a much younger population and kind of the way that they're growing.”
Pompliano: Gold will crack $2,000 but not exceed $2,500
“My opinion is that it'll probably go, it'll crack 2000, but it won't go past 2500, right? So it'll kind of end up in like a 2020, a hundred dollar gold price point.”
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.”
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…”
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.”
Levy: Indicative is unique in connecting directly to data warehouses
“In fact, we are unique in the sense that we allow you to connect directly to your data warehouse.”