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 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
Opinion
Lewis: Amazon copies and sells every profitable third-party vendor product
“There's basically no vendor who's worked with Amazon that hasn't been screwed over by them. If Amazon finds a product that is making good money, they copy it and they sell it themselves.”
Disclosure
Lewis has personally bankrolled Mycroft for the past year
“So for the past year, I've basically been bankrolling the company personally myself.”
Assertion Supported
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.”
Prediction Didn’t hold up
Lewis: Mycroft Mark II Won't Ship Until Q2 or Q3 2021
“We're not due to really ship it, I think, until the second or third quarter next year. That's, I think, our realistic timeline.”
Assertion Supported
Lewis: Mycroft has raised over $5M without institutional capital
“Mycroft over the last five years has raised over five million dollars in crowdfunding and very favorable loans. But we've never raised an institutional round.”
Assertion Partly supported
Lewis: Mycroft cap table includes over 1,500 crowdfunding investors
“We have over 1500 investors because we went through a crowdfunding campaign a couple years back.”
Assertion Supported
Lewis: Mycroft crowdfunding investors only hold non-voting shares
“First of all, we have two classes of shares. We have voting shares and non-voting shares. So, All this the cohort of the crowdfunding investors are all non-voting shares.”
Assertion Not checkable as stated
Lewis: Mycroft has held retail talks with Walmart and Target
“We've been in talks with the big you know, the big box retail chains, right? There are people who want to put a privacy respecting solution on their store shelves. You know, we're talking about, you know, Walmart and target and, you know, these companies want …”
Disclosure
Lewis: Mycroft Plans to Partner with OEMs on Voice Technology
“Down the road, we expect to partner with OEMs to provide our assistant technology in their own devices, including smart speakers”
Assertion Not checkable as stated
Lewis: Mycroft Mark II Costs About $100 to Produce
“About a hundred bucks right now.”
Assertion Not checkable as stated
Lewis: Mycroft has 50,000 users and is not actively monetizing them
“We have about 50,000 people who are signed up to our system and are using our system, but we are not actively trying to monetize them yet because, quite frankly, the experience isn't where we want it to be.”
Disclosure
Lewis: Mycroft is almost entirely a software platform play
“No it's almost entirely a software play. What we're really promoting here is a platform. Mycroft is promoting a platform.”
Disclosure
Lewis: Mycroft is free to developers and OEMs, monetizing via consumer upgrades
“It's a completely open source system. It's free to developers. It's free to OEMs to integrate into their system. What we charge is the consumers for basically upgrades.”