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 10 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 Not checkable as stated
Wajcman: Lucky Orange average transaction value is around $35 monthly
“We typically see transaction values around that 35 dollar a month price point.”
Danny Wajcman Jul 9, 2018 ▶ 2:29 1080 15,000 Customers at $35 ARPU is $500k+ in MRR right? "No"
Assertion Not checkable as stated
Wajcman: Partnerships drive about 40% of Lucky Orange revenue
“Altogether as a whole, revenue partnership is probably closer to about 40%.”
Danny Wajcman Jul 9, 2018 ▶ 3:04 1080 15,000 Customers at $35 ARPU is $500k+ in MRR right? "No"
Assertion Not checkable as stated
Wajcman: Lucky Orange has over 15,000 active paying customers
“I mean, we just looked in, I mean, we're probably mid 15 plus thousand active paying customers or more.”
Danny Wajcman Jul 9, 2018 ▶ 4:09 1080 15,000 Customers at $35 ARPU is $500k+ in MRR right? "No"
Disclosure
Wajcman: Lucky Orange generates less than $300k in monthly revenue
“It's currently lower.”
Danny Wajcman Jul 9, 2018 ▶ 8:31 1080 15,000 Customers at $35 ARPU is $500k+ in MRR right? "No"
Assertion Not checkable as stated
Wajcman: Lucky Orange's Largest Customer Makes Up Under 0.5% of Revenue
“Our revenue model, not even our largest customer doesn't even make up half a percent of revenue.”
Danny Wajcman Jul 9, 2018 ▶ 13:17 1080 15,000 Customers at $35 ARPU is $500k+ in MRR right? "No"
Assertion Not checkable as stated
Wajcman: Lucky Orange Monthly Logo Churn Sits Between 3% and 4%
“So again, we'll have, we can have a month that we hit for certainly, and we'll have months, but it's a, it's in that three to four percent range.”
Danny Wajcman Jul 9, 2018 ▶ 13:39 1080 15,000 Customers at $35 ARPU is $500k+ in MRR right? "No"
Assertion Not checkable as stated
Wajcman: Lucky Orange achieves 80% to 100% YoY revenue growth
“It's seen about anywhere from a hundred percent growth to 80% growth.”
Danny Wajcman Jul 9, 2018 ▶ 16:15 1080 15,000 Customers at $35 ARPU is $500k+ in MRR right? "No"
Disclosure
Wajcman: Lucky Orange targets $50 PPC CAC alongside rev-share acquisition
“Difficult one, but again, it, we typically try to get it around that 50 dollar price point from a PPC model. But a lot of our users are virtually zero customer acquisition costs, but we pay rev shares behind them.”
Danny Wajcman Jul 9, 2018 ▶ 17:36 1080 15,000 Customers at $35 ARPU is $500k+ in MRR right? "No"
Disclosure
Wajcman: Lucky Orange bootstrapped except for early accelerator program
“Totally bootstrapped the whole way through it. We, you know, we took part in an accelerator early on.”
Danny Wajcman Jul 9, 2018 ▶ 8:38 1080 15,000 Customers at $35 ARPU is $500k+ in MRR right? "No"
Assertion Not checkable as stated
Wajcman: Lucky Orange employs nine team members
“So just now we brought in our ninth team member and we've kept it relatively lean intentionally.”
Danny Wajcman Jul 9, 2018 ▶ 9:13 1080 15,000 Customers at $35 ARPU is $500k+ in MRR right? "No"
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