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 73 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
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.”
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.”
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.”
Prediction (Apr 2021): COVID-19 cases will drop very quickly
“COVID is going to drop obviously very quickly over the next couple of months.”
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.”
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: 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.”
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…”
Nancy Ham targets $100M ARR for WebPT by 2020
“Oh, twenty-twenty is our target. Now that is our BHAG, our big, hairy, audacious goal, but that's what we're shooting for.”
KnowBe4 expects to generate $50 million in revenue in 2017
“We're gonna do fifty million in this year, 2017.”
Jay Jumper: Vanguard will maintain its AUM lead over Wealthfront and Betterment
“Vanguard keeps its lead. Vanguard's done a great job of having a an investment. What most, most people don't spend a lot of time and attention on the cost associated with and having a low cost solution like Vanguard has been a very good, done a very good job o…”
UserZoom plans to reach its IPO without raising additional venture funding
“We actually have more cash than we need or that, not that we need, but we, that we expected you know, and we are, we foresee not needing any additional rounds.”
Evans: NFT Market Heading for $20 Billion Market Cap in 2021
“It's heading for like twenty billion in, in market cap in this year, I think from a few hundred million last year.”
Latka predicts Zoom will enter the asynchronous video meeting space
“And I imagine Zoom will also get into this at some point.”
Freightos expects 2021 gross marketplace transactions to exceed $200 million
“And this year it should be well over two hundred million.”
Resonant CEO: 30-second 5G movie downloads are years away
“You know, we're looking for that 32nd download of a high-def movie as we're jumping on an airplane. Just doesn't happen today. It won't happen for a couple of years.”
Alex Bean: Divvy will hit a $100M run rate within two years
“No, I'm very confident that we will achieve that.”
BitClout will not offer fiat payment options alongside creator coins
“The possibility that they will also say you can access this if you pay 10 dollars a month or if you own the coin is very low. Because they want to bring people into the community. They don't want to give people that option of using fiat currency.”
Rokt projects 2021 revenue of $170M despite COVID impact
“Our revenue numbers this year will be about one hundred and seventy million, but we also measure our underlying distance. That ticketing vertical and our travel vertical is still massively affected. So we should, Surpassed two hundred million in the underlying…”
Epicor CEO: Epicor will hit $1B revenue this year with 25-33% cloud
“We've built that business into about a quarter of a billion dollars. We'll be about a billion dollar top line business this year. And between a quarter and a third of that now is the cloud.”
McCormick: Substack will not build an ad network anytime soon
“I don't think they're going to be building an ad network anytime soon, which is fine by me”
Gartner: 65% of the global population will require cookie consent by 2022
“So Gardner says that today, 10% of the world's population live in a country where you need consent to cookies. In two years, it's 65%.”
Supermetrics reached €27M ARR and projected €24M revenue for 2020
“Well, in ARR, we are now at twenty-seven million euros, and in turnover, I think we'll get to twenty-four million, maybe.”
GitLab expects net retention to drop as initial deals grow larger
“We expect the number to come down. So I'm not going to give the number today because we're doing a better and better job at landing a bigger initial deal.”
Pacross: First round of PPP funding will quickly run out
“There's not going to be enough in there for the first round. They're either going to have to reduce the amount or find some other way to funnel through or offer a heck of a lot more.”
Benevity expects to distribute $1.2 billion to 150,000 charities in 2019
“We will distribute around 1.2 billion dollars this year to a 150,000 global charities.”
Ujjainwalla: A major tech giant will acquire Marketo
“I do think one of the giants will acquire a marketo at some point. I'm not sure if it'll be Adobe, but I think we will see some kind of consolidation happen.”
Agarwal: Cvent will collect over $500 million in cash this year
“So basically, we'll collect more than half a billion in cash this year.”
Coppinger: Atlassian bought Trello to expand into general business tools
“Well, I can only guess, but I think Atlassian are going to make a play to move out of kind of developer tools more into the general business tools, and this is just the start of it, and they just wanted to get there faster.”
Engman: Climeon will grow revenue over 100% next year
“Well, I think in the coming year, absolutely more than a hundred percent Absolutely. 100% revenue. Probably.”
LinkedIn's Ad Scale Will Never Match Facebook Due to Audience Focus
“From the scale standpoint, no, you know, like it's a B to B focused audience. The audience of professionals that they go after are, you know, high talent, high income professionals. So, you know, as opposed to janitors on the far end of the spectrum, you know,…”