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 13,234 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
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.”
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…”
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.”
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.”
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: 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.”
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.”
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.”
Latka confirms some Heyo investors lost money in the exit
“So it is a 100% true that there were investors that got back less money than what they put in.”
Holiday in 2016: Trump's campaign tactics will make him a horrible president
“What's made Donald Trump a great campaigner will ultimately make him a horrible president, and maybe even make it impossible for him to actually become president, because he is not actually aware of why what he's doing is working, right?”
Spivack: AI is nowhere near replacing programmers, editors, or writers
“I do not think that AI is anywhere near replacing programmers, which I think are creative people, or editors, or writers.”
Harris in Jan 2016: Donald Trump's brazenness will be his downfall
“And I think that, that we're all going to see that at the end, Donald Trump's brazenness is going to be his downfall.”
Garg: Nimble SaaS incumbents will survive any DIY AI software apocalypse
“Many people have tried. Many people will try as they call it the SaaS apocalypse. It's gonna happen, happen in micro places, but most dentists just want to come in, do the work, see their patients, go back home. Will there be more noise? Yeah, there'll be more…”
White: Fathom is top three by usage despite lower fundraising rank
“We're one of the top three people by usage in this space, but we're not even, I think in the top five or 10 by fundraising amount.”
Beckett: Almost all peak 2020-2021 venture investors will not do well
“Almost everybody who invested in 20, 20, 21 at the peak is not going to do well. That's just the reality.”
Latka says B2B buyer allegiance is dropping and AI churn is rising
“We are seeing less and less allegiance from B to B buyers to any software product. Churn is just generally higher with these AI tools.”
Romain Torres: AI will completely replace human ad copywriting and optimization
“One skill that until now was very important, but that is gonna be completely replaced by AI over time. Basically what will happen, I think, is You'll describe your product. AI will come up with a script for you that will use a platform like Arcades automatical…”
Teens make six figures monthly on TikTok Shop using Arcads AI avatars
“Teens create TikTok shop accounts and they just like create a ton of content on TikTok using Arkad's avatars to promote those supplements brands and say sometimes like do really, really good revenue, like sometimes like six figures a month without any paid ads…”
Hyrkin: Debt lender demanded 1% equity monthly and $1M penalty
“And this firm continued to negotiate with us after we had verbally agreed and kept squeezing and adding in more and more and more and more terms to the point where they started to demand they wanted at one point, an additional point in the company for each mon…”
6sense demanded a 3x price increase six months before contract expiration
“It's six months before the contract expires. They're like, we're gonna triple your price and hang up the phone.”
Chellappa: Big tech hires showed no performance difference compared to startup hires
“I've hired people from Salesforce, Zendesk, I've hired people from big brand companies, and I've seen no difference in performance from somebody who might have just worked for a smaller startup or run their own mom and pop business in the past.”
Lauris: Omnisend wins 80% of competitive sales cases against Mailchimp
“Mailchimp, which is our direct competitor as well, but if we compete against Mailchimp, in 80% of cases we win against them, because we know that we drive way better value for those who sell online.”
Martin: Nine-Figure VC Competitors Failed to Dislodge Time Doctor
“And we actually were terrified around 20, 21, because we had like seven companies that raised over a hundred million dollars, To come directly after our market, and so far, none of them have really penetrated the market that badly because we already had that e…”