The Ledger

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why aren't all 13 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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

Prediction Open · timeframe Nov 2023
Zickerman predicts MyWiFi Networks will reach at least a $20M valuation
“We don't do very much marketing. We don't do any sales, and I think that once we do that, I will I'll be back on your show and telling you that I got at least 20.”
Kevin Zickerman Nov 12, 2020 ▶ 19:45 MyWifiNetworks Turned Down $5.4m All Cash Offer Last Month, Despite Loosing 30% Due to COVID
Assertion Not checkable as stated
Zickerman: MyWiFi captured 50M records in a year without monetizing them
“Over fifty million. Five zero. And that's not only email, it's sorry to interrupt, but it's MAC address of the device itself, it's gender, birthday you know, a lot of other demographic information, specifically MAC address, because that's trackable and, Assign…”
Kevin Zickerman Nov 12, 2020 ▶ 8:23 MyWifiNetworks Turned Down $5.4m All Cash Offer Last Month, Despite Loosing 30% Due to COVID
Prediction Didn’t hold up
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.”
Kevin Zickerman Nov 12, 2020 ▶ 18:51 MyWifiNetworks Turned Down $5.4m All Cash Offer Last Month, Despite Loosing 30% Due to COVID
Assertion Not checkable as stated
Zickerman: MyWiFi Networks saw Wi-Fi traffic plunge 86% during COVID-19 lockdowns
“Like it literally, like all the traffic went down 86%.”
Kevin Zickerman Nov 12, 2020 ▶ 3:29 MyWifiNetworks Turned Down $5.4m All Cash Offer Last Month, Despite Loosing 30% Due to COVID
Assertion Not checkable as stated
Zickerman: MyWiFi Networks lost approximately 30% of revenue due to COVID-19
“Our churn shot up to about 20, like, we lost about 30% of our revenue alongside our everything else.”
Kevin Zickerman Nov 12, 2020 ▶ 4:14 MyWifiNetworks Turned Down $5.4m All Cash Offer Last Month, Despite Loosing 30% Due to COVID
Assertion Not checkable as stated
Zickerman: MyWiFi retained 300 resellers after losing 25% of customer base
“So we have about 300 resellers. We lost about 25, you know, 25% of our overall base”
Kevin Zickerman Nov 12, 2020 ▶ 4:57 MyWifiNetworks Turned Down $5.4m All Cash Offer Last Month, Despite Loosing 30% Due to COVID
Disclosure
Zickerman: MyWiFi Networks sells its $20 hardware device for $39
“So our cost of this is 20 landed. And we sell it for 39, so we don't really make a big margin on this”
Kevin Zickerman Nov 12, 2020 ▶ 7:00 MyWifiNetworks Turned Down $5.4m All Cash Offer Last Month, Despite Loosing 30% Due to COVID
Assertion Not checkable as stated
Zickerman: MyWiFi has 15,000 proprietary devices deployed in the field
“We have about 15,000 of our own devices in the wild and we layer on top of, I would say that our network of other devices is greater than that.”
Kevin Zickerman Nov 12, 2020 ▶ 8:09 MyWifiNetworks Turned Down $5.4m All Cash Offer Last Month, Despite Loosing 30% Due to COVID
Disclosure
MyWiFi Networks received four acquisition offers during the COVID-19 pandemic
“We've had about four different takeout offers during COVID as well, I should mention.”
Kevin Zickerman Nov 12, 2020 ▶ 17:57 MyWifiNetworks Turned Down $5.4m All Cash Offer Last Month, Despite Loosing 30% Due to COVID
Assertion Not checkable as stated
MyWiFi Networks generates $700K in revenue without a dedicated sales team
“We're doing about 700 now on the hit with no sales team.”
Kevin Zickerman Nov 12, 2020 ▶ 18:18 MyWifiNetworks Turned Down $5.4m All Cash Offer Last Month, Despite Loosing 30% Due to COVID
Disclosure
Rejected $5.4M buyout offer allowed Zickerman to walk away in 60 days
“It was clean. I could walk in 60 days.”
Kevin Zickerman Nov 12, 2020 ▶ 19:55 MyWifiNetworks Turned Down $5.4m All Cash Offer Last Month, Despite Loosing 30% Due to COVID
Disclosure
Kevin Zickerman owns 100% of MyWiFi Networks
“I own a hundred percent of it.”
Kevin Zickerman Nov 12, 2020 ▶ 20:07 MyWifiNetworks Turned Down $5.4m All Cash Offer Last Month, Despite Loosing 30% Due to COVID
Assertion Not checkable as stated
Zickerman: MyWiFi Networks was on track for $1.4M in 2020 revenue
“And we were on track to do about 1.4.”
Kevin Zickerman Nov 12, 2020 ▶ 3:11 MyWifiNetworks Turned Down $5.4m All Cash Offer Last Month, Despite Loosing 30% Due to COVID
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