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 11 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

Disclosure
Vaknin: YouAppi tracks users solely via device IDs, not IP addresses
“No, we don't. We really keep the very privacy. The only thing we know is your device ID. We know this user, or we don't know who's the user. It's a hundred percent privacy protection. It's just knowing the device ID so we can identify the Source of the user.”
Moshe Vaknin Sep 3, 2017 ▶ 6:52 771: $320M King of Mobile App Installs
Assertion Not checkable as stated
Vaknin: YouAppi generated nearly $80 million in net revenue in 2016
“Obviously it's close to eighty million.”
Moshe Vaknin Sep 3, 2017 ▶ 11:46 771: $320M King of Mobile App Installs
Disclosure
Vaknin: YouAppi plans to IPO rather than sell before 2019
“We don't want to sell before 2019 or we think more going public. It's more accurate path for us because this is so much room to grow.”
Moshe Vaknin Sep 3, 2017 ▶ 13:45 771: $320M King of Mobile App Installs
Opinion
Vaknin: The 2017 IPO market is highly unfavorable for ad tech companies
“The IPO market has to be really favorable, which is not the case today. Especially for ad tech companies.”
Moshe Vaknin Sep 3, 2017 ▶ 14:31 771: $320M King of Mobile App Installs
Assertion Not checkable as stated
Vaknin: YouAppi partners with 4,500 app developers for ad inventory
“Your IP has an agreement about 4500 app developers as a publishers, as an inventory source.”
Moshe Vaknin Sep 3, 2017 ▶ 4:46 771: $320M King of Mobile App Installs
Assertion Not checkable as stated
Vaknin: US ride-sharing apps pay $12 to $14 to acquire a first ride
“They're probably willing to pay 12, 14 dollars per every first ride.”
Moshe Vaknin Sep 3, 2017 ▶ 8:56 771: $320M King of Mobile App Installs
Disclosure
Vaknin: YouAppi pays 70% of ad revenue to its publisher partners
“We paid 70% of our revenue to the publishers.”
Moshe Vaknin Sep 3, 2017 ▶ 10:51 771: $320M King of Mobile App Installs
Disclosure
Vaknin: YouAppi has raised nearly $20 million in venture funding
“No, we've raised close to twenty million dollars.”
Moshe Vaknin Sep 3, 2017 ▶ 12:05 771: $320M King of Mobile App Installs
Assertion Not checkable as stated
Vaknin: YouAppi has been profitable since 2016
“Profitable, which we are already since last year.”
Moshe Vaknin Sep 3, 2017 ▶ 14:10 771: $320M King of Mobile App Installs
Disclosure
Vaknin: YouAppi's top two competitors are AppLovin and ironSource
“I think our top two competitors is Apploving and Aerosource.”
Moshe Vaknin Sep 3, 2017 ▶ 15:33 771: $320M King of Mobile App Installs
Disclosure
Vaknin: YouAppi has 130 employees with 30 in R&D
“We have about 30 people R&D. Total number of employees, we have a 130 people.”
Moshe Vaknin Sep 3, 2017 ▶ 12:18 771: $320M King of Mobile App Installs
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