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 205 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
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”
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.”
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.”
Puri: Blab's audience will be larger than any cable TV network
“And so what we're going to do is we're going to gather the biggest audience we can. And I believe that that will end up being bigger than Any cable TV network out there.”
Bhattacharya: Involve.ai can reach $20M ARR without raising more capital
“We don't think we would need to raise another round, at least in the near future to keep growing. And we feel we can get to ten million, even twenty million in ARR very quickly without even raising extra capital.”
SecurityScorecard: Valuation will triple or quadruple within 18 to 24 months
“We believe that within the next. 18 to 24 months, again, we're going to triple or quadruple evaluation of a company or more.”
Svizovich: Referizer Will Go Public Within Five Years
“A hundred employees to get a rich financial freedom in five years when you go public.”
Holmes: Resonant could reach $100M revenue by 2025 to 2026
“We're thinking that the opportunity set is in the 20, 25, 20, 26 range is where those opportunities will present themselves as the unit volumes continue to expand and the number of devices continue to expand over the course of the next several years.”
Used car demand will jump over the next two quarters
“So my hunch is that demand for used cars over the next couple of quarters is going to jump because of everything that's kind of going on.”
Booth: The US Dollar Will Decline Once the Liquidity Crisis Ends
“Right now the US dollar is going up in value because governments around are all trying to get cash. Every company is trying to get cash and the US currency underlies 80% of world trade. It's the only reason it's going up in value right now. It will go down on …”
Yanowitz: Bitcoin will reach $20,000 to $100,000 within two years
“My price target for the next two years at a minimum is 20,000 dollars. That's at the low end. At the high end, that's a 100,000 dollars.”
Pompliano: COVID-19 mortality rates will be much lower in retrospect
“One of the things that I personally think we're not going to get this for probably three to five years, but we're going to look back three to five years from now. We're going to say the death rates that were originally thought are going to be nowhere near wher…”
Arison: Used car demand will jump as consumers avoid rideshare
“And my guess is that people are also going to try to avoid transportation and avoid ride sharing, right? So my hunch is that demand for used cars over the next couple of quarters is going to jump because of everything that's kind of going on.”
Lagrave: Netflix will eventually have to adopt advertising for monetization
“We believe that Netflix will need to address a monetization fear through advertising at some point, but that's up to the good folks at Netflix.”
Programmatic advertising will dominate the recruitment ad market within five years
“Programmatic is going to own that market in five years. And it's companies like ours and ICIMS and others that are going to help customers do that.”
Raanani: Chorus.ai will become a billion-dollar company in 5-7 years
“Is that there's a billion dollar enterprise value company five to seven years from now, that's ours to lose.”
Antonopoulos: Over 90% of ICOs will fail
“More than 90% of these ICOs will fail. That's what I foresee. I mean, it's really obvious.”
Sholom: GameCredits will acquire tens of millions of Indian users in 2017
“And then the marketing efforts that we will run because we're going to acquire Already this year, tens of millions of users in India.”
Le Moal: Payment processing could become free in a few years
“All the rest, you could really imagine that in a few years, the payment itself, the processing itself will be free.”
Latka predicts he will take a company public by age 30
“I, Andrew, I want your listeners to know this. It's recorded. I'm taking company public by the time I turn 30.”
Walch: Apple will never release granular playback drop-off data
“And I don't see Apple ever releasing out the information that we would need to get on that playback and where it leaves.”
Kershenbaum predicts Anthropic's Claude will avoid targeting niche month-end accounting workflows
“Can Claude focus on, on that specific use case and try to wage war? Yeah, I think it's highly unlikely though for them to do so.”
Britton: Suzy will likely IPO in two to three years at around $200M ARR
“So who knows what, when we'd be able to IPO, I would say likely in the next two to three years, but probably closer than we're at two hundred million ARR versus a hundred.”
Porter: Salesloft will double ARR to $100M next year
“We'll hit a hundred million next year, sitting around the fifty million mark, growing a hundred percent, a 120% net expansion.”
Isilay: Cognism will reach $20M ARR by end of next year
“And we should finish this year at 11.5, and then next year, you know, I'm certain with the kind of metrics that we've got that we'll get, but we'll be at 20 at the end of next year.”
Sohn predicts Recruiter.com will reach profitability by early 2022
“And so we're trying to do this in a balanced fashion, hit profitability, and we'll, we'll get there early in 22.”
Freightos projects an 800% year-over-year increase in gross bookings for 2021
“Yeah, we should grow 800% in the bookings.”
Alfonso de la Nuez Predicts UserZoom Will Reach $1B Valuation Soon
“No, I don't, I think we'll get there pretty soon. I'm very confident, and it's very exciting, of course, but no, we're not there yet.”
Prediction (Apr 2021): COVID-19 cases will drop very quickly
“COVID is going to drop obviously very quickly over the next couple of months.”
Dragunov: Batch Products will become a billion-dollar brand in five years
“We're growing a billion dollar company brand in the next five years.”
Zickerman claims upcoming ISP deal will reach 300,000 businesses next year
“We're about to launch, I can't really talk about the deal, but a major hardware deal that's slated to have us in about 300,000 businesses next year, tier one ISP style.”
Keynejad: Veed can reach $10M ARR efficiently within two years
“I see a very comfortable, like I kind of see a decent path for the next couple of years to get to the ten million ARR and I think there's a very good possibility we're going to get there and we're going to get there relatively efficiently.”
BounceX will end 2020 well north of $100M in revenue
“We'll, we'll end the year well north of a hundred million.”
Volset: Wall Street will eventually securitize bootstrapped SaaS cash flows
“I think people don't really fundamentally understand the fructibility and like the amazingness of these cashflow businesses once they get to a certain scale. And I think someone smart will end up like securitizing and packaging those type of cashflow.”
Santens: Post-pandemic job recovery will be worse than the 2008 recession
“So we're gonna, I expect us to see something even worse than we saw the last time this happened when, you know, it took 10 years to create all these jobs that we just lost in a matter of time.”
Latka: Additional stimulus payments will pass before the 2020 election
“I don't think Trump can turn that off between now and the election. I don't think that turns off. I think you see additional stimulus is passed. They're not calling it a UBI. It's in response to the virus, but we cannot turn these things off.”
Pysh: Governments will soon start bailing out municipalities
“They're going to start bailing out all the municipalities. And that's the one people aren't even ready for is you're going to start having those.”
Pysh: US direct voter payouts and UBI will continue for at least a year
“True. If I'm gonna just say true or false, true.”
Yanowitz: Federal Reserve balance sheet will reach $10 trillion
“I think we're, we'll be at 10 trillion dollars right on the feds balance sheet, which is basically the amount of money that's in the economy right now.”
Yanowitz: Stimulus will cause equities, Bitcoin, and gold to rip
“When you get a ton of like stimulus, well, the equity market's going to pump. It's not just, I, you know, I think Bitcoin's going to go up. I think gold's going to go up, but I think the equity market's going to absolutely rip.”
Pompliano: Gold will crack $2,000 but not exceed $2,500
“My opinion is that it'll probably go, it'll crack 2000, but it won't go past 2500, right? So it'll kind of end up in like a 2020, a hundred dollar gold price point.”
Nathan Latka: The $349B PPP stimulus funds will run out quickly
“So the trick with this that, you know, Connor, that I'm trying to share with people is I think the money will run out. Right. If you take three hundred fifty billion. Right. At a max of ten million per company, that's only 34,000 companies. Right. Even even if…”