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 16,801 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 97 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
Gamito: Nathan Barry fired him two weeks before ConvertKit equity vested
“I think my equity was supposed to vest and that director position was supposed to vest the next month, like two weeks after that. So it was a very strategic move on his part.”
Pysh: Bitcoin will probably peak between $200,000 and $300,000
“It's going to go straight through that number. It's probably going to go to two to 300,000.”
Pompliano: Bitcoin will hit $100,000 by the end of 2021
“I think that from now where we're recording this in April of 2020, I think that by the end of 2021, we'll see Bitcoin hit a 100,000 dollar price point”
Malone: Tech will create a permanent underclass of zero-economic-value citizens
“We've got zero, we have what are called ZEVs coming, and those are zero economic value citizens. Which are people that even if you had a job opening, you would never hire them, because technology will do the job instead, and this is going to represent a sizabl…”
Antonopoulos: State agencies and corporate banks fund most global terrorism
“The truth is that the vast majority of terrorism is funded by state agencies, intelligence agencies, and large corporate banking consortia.”
Kahlow: 1Mind's AI agent Fiona does the work of 89 SDRs and 19 SEs
“The transcripts, and the number of conversations, and the quality of conversations, the depth, and the content she was talking about, and it would have taken 89 SDRs and 19 sales engineers to do the job that Fiona is doing today.”
Kahlow: Buyers will soon trust AI sales agents over human reps
“I actually think we're about to cross the chasm where people trust AI more than humans because we have the ability to put the AI on really tight guardrails. And if you do this right, and once society actually moves to that point, they're going to demand to tal…”
Spiegel: Pure SaaS companies will see revenue drop to zero within years
“So, I mean, look, my general thought on this is SAS is dead. So if you're just SAS, your revenue is going to go to zero in the next couple of years.”
Romain Torres: Every single ad will be AI-generated in three years
“Every single ad will be AI generated in like three years. So if you don't start doing this right now, Basically you will get left behind.”
Ahrefs saved $400M over three years by avoiding cloud hosting
“We saved like four hundred million in three years by not going to the cloud. We built our own data centers. It's a little painful. We had some down times. We got some flack for it, but like it was the right decision in the end. We scale so much data. This numb…”
Microsoft screws channel partners by cutting renewal commissions to 5%
“Microsoft screws their channel program partners. What do they do? They give them a nice 30% commission on the first year, and a nice five percent commission on the second year when the customer renews.”
Martin: Bootstrapped SaaS Grows 6.7% Faster Than VC-Backed Past $10M ARR
“Another statistic that I saw was SaaS median growth rate over ten million ARR is 24%, so growth goes down obviously a little bit as you're scaling the organization.
However, if you split out venture-backed companies, Bootstrapped actually grows 6.7% faster
Tha…”
Hawkins: Arrowroot Capital forced an unwanted exit on Agilence
“All I know is that they forced our hand and it was not not what we wanted to do.”
Yampolskiy: SecurityScorecard grows over 50% while competitor BitSight barely grows at 20%
“We're consistently exceeding 50% plus growth rate much faster than our direct competitor. Direct competitor is barely growing at 20% rate. Nathan Latka: Who is your direct competitor? Alex Yampolskiy: Bitsite is our primary direct competitor.”
Lunawat: Large PE Funds Do Not Dominate U.S. Residential Market
“Even then, if you look at like the total volume of residential sales across the U S that's still a fraction of the total market. So to say that, you know, larger state private equity funds are kind of dominating the U S home residential market, I think would b…”
Zach Resnick predicts Bitcoin SV will see petabyte-sized blocks
“And I think we're going to see petabyte blocks over the coming years.”
Singh: Non-BTC/ETH Top 10 Cryptos Will Be Replaced Within Two Years
“So I personally, my belief is that everyone in the top 10 maybe bar ETH and Bitcoin will be switched out in the next 12 to 24 months.”
Founders fired entire agency staff to instantly rehire them for Penji
“We actually did something very interesting. We fired every single person on Waterfront Media, and then rehired them under Penji.”
Jackson: User-owned networks will outgrow founder- and investor-owned networks
“My co-founder and I, Gabe, we firmly believe That user owned and controlled networks will grow faster and be more valuable than founder and investor owned networks.”
White: $1.5M raise will fund 22-month runway to reach $2M MRR
“That's kind of what it looks like we should need to take us for a 22 months and grow our revenues to what we think could be an average of about two million MRR.”
Lynn: Majority of created art has outperformed the S&P 500
“At least for the majority of art created, it's outperformed the S&P.”
Competitor Proof ran Facebook ads featuring FOMO's customers and product
“Some of the other things they've done are like made advertised promotional videos with our customers in it, and then put tens of thousands on Facebook ads to promoting these videos. And if you watch the video, it's talking about proof, but in the video is our …”
Santens: One week of Fed liquidity could fund a $2,000 monthly UBI
“We could actually be paying for a 2000 dollar a month fully universal basic income for the amount of money that the, in, in, in the Fed is doing in one week.”
Jonathan Herzog claims SEO disinformation generated 100,000 false headlines post-launch
“Immediately thereafter, a targeted Systematic disinformation campaign was launched, where if you Google my name, Jonathan Herzog, on a computer and hit the news tab, you will see 100,000 of false headlines improperly indexed through SEO manipulation to myself,…”
Jeff Booth: Technology Will Prevent Net Global Job Growth
“There's not going to be net global job gain globally. Right. Through, through what's happening with technology.”
Booth: Breaking Up US Big Tech Would Cede AI Superiority to China
“If Elizabeth Warren or anybody breaks up Amazon or Google or the giant AI companies, or Microsoft for that, that, that, that matter, effectively by doing that, you seed AI superiority to China.”
Booth: Bitcoin Will Eventually Become the Global Reserve Currency
“I'm a huge fan of Bitcoin, a huge fan of Bitcoin, because I think that it'll move to a reserve status that other currencies will be pegged to eventually.”
Booth: War or revolution is a logical consequence of current wealth disparity
“That's why war revolution is a logical consequence out of where we are right now, because people don't believe it's their fault. They, people don't, they're caught in a system. It's really easy to prey on, on people's vulnerabilities when they can't eat and cr…”
Pysh: decentralized crypto is most likely successor to global fiat
“The last is the highest probability outcome.”
Yanowitz: China emerges as the geopolitical winner from the COVID-19 pandemic
“China wins.
And that this was not like, this wasn't the case after nine, 11 in the financial crisis.
Like after both of those, the U S stepped up, right?
The U S like had everyone else's back, but this is
A, like we're just feeling it's very de-globalized bec…”
Yanowitz: November 2020 US presidential election could be delayed
“I do wonder if we will have an election in November. I'll say that. I don't know. I w I don't think it's crazy to think that we won't have, what happens is you delay, quote unquote, you delay the election in November.”
Pompliano: US Dollar Will Lose Global Reserve Status in His Lifetime
“And ultimately I think in my lifetime, the U S dollar is not going to be the global reserve currency.”
Benson: COVID-19 disruption is definitely not a two-year problem
“This is a, this is likely a shorter term bump. Is it a three month problem? Is it an eight month problem? I'm not sure, but it's certainly not a two week problem and it's certainly not a two year problem.”
Malone: The US government built hidden backdoors into Silicon Valley tech companies
“I watched the secretary of Homeland Security show up at a coffee shop in Los Altos and talk to the two founders of Google quietly.
There's trap doors that have been built all over Silicon Valley that we know nothing about.”
Malone: Governments will mandate backdoors in all blockchain technology
“And we're going to build it into blockchain.
I don't know how with all those, all that security and everything else, but they're going to demand it.
Because if you don't control that information or have access to that information, you lose your national sovere…”
Malone: AI will obsolete programmers while original creative writers become extremely rich
“Yeah, if you're writing code, you know, you're about to become a newspaper man. But if you can write a really good play or movie script or novel. You're going to be a very rich person.”
Gertler: ShareRoot IPO'd at $10.5M USD valuation on $700 MRR
“We went public in the early days of January of 2016, so two and a half years ago. What was our MRR at the time? MRR was at about 700 dollars when we went public. Market cap at the time was thirteen million Australian. Let's just, for simplicity purposes, call …”
Howard Marks predicted SaaS models would inevitably transform into ICOs
“You know, for them, the SaaS business is probably the only way a software model is going to work, but it's going to transform itself into the ICO model, which is the blockchain, because it's the logical progression, you know, internet, one point O internet, tw…”
Ricci claims Teens Digest vanished without paying its influencers
“One was Teens Digest, and the other one I think it was MyBikes. They're still around, but they ended up basically just cutting people's earnings in half. One of the first company I mentioned just kind of fell off the face of the earth and didn't pay any of the…”
Most Bitcoin developers are funded by self-interested entities
“I think that primarily this is happening within the Bitcoin world, in, in which the majority of the developers are funded by entities with interest in the outcome.”
Antonopoulos: Open money protocols will lift billions of people out of poverty
“The flow of money around the world will be detected, dictated by protocols and mathematical structures and the internet, and we will have free flow of money around the world. Now, the impact of that is that it's going to empower billions of people and pull the…”
Google's Firebase copied Branch's SDK variables and marketing collateral
“They launched a product in last year at Google IO that was a direct replica of branch under the Firebase brand called dynamic links, literally copied all of our marketing collateral. I think the variables of their iOS SDK you reused variables from my header fi…”
Koppelman: Decentralized platforms will replace Uber, Airbnb, and eBay
“We assume that every platform that exists today, Uber, Airbnb, eBay, Will be replaced eventually by decentralized platforms and gnosis is a platform decentralized platform for prediction markets”
Kineshanko: Blockchain is how the world builds for the next decade
“This way of building stuff is going to be the way the world builds stuff for the next decade.”
GoldenKey claims zero customer acquisition cost for supply and demand
“I, you know, customer acquisition costs on both supply and demand is zero.”
Ghadimi: VIP Motoring investors face zero risk to principal during market downturns
“We also have guarantees in place in case, let's say the market takes a tank. We can always back out and get out of certain deals so that the actual consumer is never actually impacted by this. So their principle is ultimately safe.”