why aren't all 14 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
Insight
Goichman intentionally built AntUSA for resilience rather than growth
“I built it for Resilience to a large extent, rather than for growth. Right? And, you know, when you do this for years, you learn a few lessons. One is that everybody dies. I don't mean personally. I mean, every business dies. There was the year 2000 when nobod…”
Disclosure
AntUSA prices per seat for a small number of high-value users
“No, we price per seat, and it's usually a small number of very high value users, and you know, the ROI on our product can be as high as a hundred X, not a hundred percent.”
Disclosure
AntUSA counts retail chains Puma and Zumiez among its customers
“We have basically retail chain customers, you know, the better known ones might be like Puma or Zoomies, but they're, you know, there are, you know, lots of smaller ones.”
Disclosure
AntUSA charges $3,000 monthly plus a $30K to $50K setup fee
“Let's say three grand a month and then we charge something like 30 to 50,000 dollars to stand them up. Basically that integration, you know, services.”
Assertion Not checkable as stated
AntUSA has approximately 80 enterprise customers
“I have about 80 customers on the you know, 80, 80 enterprise customers.”
Assertion Not checkable as stated
AntUSA generates approximately $200,000 per month in total revenue
“Yeah, well, about 200 a month right now.”
Disclosure
Goichman's ideal exit is leaving maximal wealth to his descendants
“My ideal exit is to leave as much money as possible to my progeny to give them an unfair advantage in life, and to teach them what to do with it.”
Assertion Not checkable as stated
AntUSA spends approximately $150,000 per month
“No, it was a 150 right now.”
Disclosure
Goichman maintains $600,000 in cash reserves for AntUSA
“No, no, no. That's not the way it works. I'm keeping a buyout. 600 grand in cash.”
Disclosure
AntUSA's 16-person team has seven QA, six engineers, and zero sales reps
“Seven, well, six, six are engineers, and seven are QA, and there's myself and a couple of customer success people.”
Disclosure
AntUSA transitioned to a SaaS business model around 2019
“We became software as a service really over the last three or four years.”
Assertion Not checkable as stated
AntUSA derives 85% of its revenue from recurring billing
“I think probably 85% of our of our revenue is recurring services, recurring billing, and my goal is...”
Disclosure
Goichman bought out his AntUSA co-owner approximately 15 years ago
“I had a co-owner and I bought her out, you know, about 15 years ago.”
Disclosure
AntUSA was valued at $500K to $600K during the co-founder buyout
“No, it's five, 600 grand.”