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 15 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
Danzy: European engineers offer better technical quality than equivalent-budget US engineers
“We have more stability and more, frankly, a better technical level with European engineers than what we could find in the US for the same budget.”
Danzy: Founders can execute the private equity cost-cutting playbook themselves
“And the point is the private equity playbook, which is going to be to do cost cutting, to maximize the profit, or to, is something we can apply ourselves. I mean, why would I sell the company to someone who can do and then reap the benefits of our own work?”
Claude and Gemini spreadsheet integrations fail on over 100 rows
“If you have, if you try Claude and Gemini and the likes on more than a hundred lines,
It's gonna slow down and fail and so on.”
Danzy brought AI to Excel and Sheets before Copilot and Gemini
“We were first in bringing AI in Excel and Sheet way before Copilot, way before Gemini and Sheet.”
AODocs' top three customers each pay over $2M annually
“The top three are all above two million per year.”
Danzy: AODocs manages documentation for Google data centers and Airbus
“We do the same with Google. We help them build data centers. We are working with Airbus as well on, on the airplane certifications.”
Danzy: Google lacks document control tools because it isn't in their DNA
“Google, they don't have a tool for document control. It's not their business. It's not their DNA. And for this, it makes sense to go look on the market for specialists.”
Danzy: A single enterprise deal covers a $100,000 conference sponsorship
“So a hundred K conference for us, a single deal from that conference pays for it.”
Danzy: Revevol was Google's first enterprise partner in Europe
“It was the very first partner of Google in Europe when Google launched their enterprise B to B edition.”
AODocs achieved independent profitability in 2022 after near-breakeven 2021
“And in 20, 20, 20, 21, we were like half a million in the negative, so we were almost profitable, but we became really profitable, really positive in 2022.”
Danzy: AODocs peaked at $200,000 per month cash burn
“The most we did actually was 200,000 a month.”
Danzy: Combined revenue will break $60M in 2026 with higher margins
“Yeah, I think so. We have reselling activity that, that is going down. So in all numbers it might not, not move a lot, but in terms of generated margin, it's we expect a big increase.”