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
Messer: 5% of global B2B economy passes through Collective[i] daily
“We usually just disclosed about five percent of the globe's B to B economy is passing through us every day.”
Messer: Launching an AI company requires north of $100 million
“AI companies, you're usually talking about, you know, usually north of a hundred million dollars to get these companies off the ground.”
Messer: Collective[i] scales as a data network, not SaaS
“We are not a SAS business. We're a data network business. We scale in a vastly different way.”
Messer: LinkShare held 96% of global affiliate market at acquisition
“We were the first affiliate marketer. We became the global player. I think when we finally sold the business to Rakuten, it was Probably. 96% of the affiliate market globally and still is today.”
Messer: LinkShare is Rakuten's top revenue generator outside Japan
“So when we came there, it was the first American acquisition they had made. And I think to this day, it's probably still the greatest revenue producer outside of Japan that Rocky has ever had.”
Messer: Collective[i] never raised a $20M Series A
“There is no twenty million dollars series A. It's actually much more money than that into this company.”
Messer: Collective[i] ACV is usually above $100,000 at $9,000 per manager
“Usually you're looking at per, per manager, roughly around 9000 dollars a year per manager. So depending on how big your team is. So our ACV is usually above a 100,000 dollars, but we have SMBs all the way up.”