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 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
SaaS revenue predictability and high market multiples are significantly overstated
“Valuation is an art more than a science, and this notion that SaaS revenue is the it's all predictable, and therefore a command site, that's actually not what I've seen in the markets.”
Campaign spot execution will remain the largest source of ad revenue
“Well, most of the advertising, you know, the many billions of dollars, hundreds of billions of dollars in advertising revenue is basically tied to Campaigns and what we would call spot execution. So that's the largest and going to remain the largest, but the g…”
OwnerIQ currently generates $70 million in top-line annual revenue
“So we're about a seventy million dollar top line company right now.”
Down rounds hurt founder equity significantly more than aggressive liquidation terms
“It's not so much the features that usually get in the entrepreneur's way. It's usually the fact that things are not linear. So you start, the company grows, maybe at some point it has a setback, and then you end up doing a down round, and that becomes a real p…”
Digital advertising's top innovation is decoupling media from targeting data
“And one of the big innovations the last few years, or I should say the last five years, is to decouple where the media, where the ad shows up from the data that's used to decide to put the ad there.”
OwnerIQ hosts 1,000 brands with 600 actively sharing data monthly
“Let's see, we have about a thousand brands that are on our platform right now today, and about at any given moment, about 600 of those are active in a given month sharing data back and forth.”
OwnerIQ has raised approximately $40 million in capital to date
“We're about forty million in, in terms of capital we've raised so far.”
OwnerIQ operates at 55% to 60% gross margins on top-line revenue
“So our margins from that top line are about a gross, are about 55, 60%.”