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.

clear all ✕

why aren't all 8 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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

Assertion Not checkable as stated
Amit Khatri: Indian founders can build hardware 30% to 40% cheaper than Western peers
“For something what they're producing for a hundred dollar, A similar great quality product Indian entrepreneur could build for, let's say, 30, 40% cheaper than them.”
Amit Khatri Apr 26, 2025 ▶ 2:29:10 Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
Prediction Open · timeframe Apr 2028
Khatri: Non-invasive CGM tech will arrive on wearables in 2-3 years
“So I think in two, three years time, you'll see it there.”
Amit Khatri Apr 26, 2025 ▶ 2:37:45 Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
Assertion Supported
Khatri: Noise held over 25% smartwatch market share for 3-4 years
“We would be north of 25% for last three, four years.”
Amit Khatri Apr 26, 2025 ▶ 1:21:12 Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
Assertion Supported
Khatri: Noise generates $150M to $200M in annual revenue
“We would be somewhere sitting we'd have been one 50 to 200.”
Amit Khatri Apr 26, 2025 ▶ 1:21:58 Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
Assertion Partly supported
Khatri: 90% of Bluetooth earphones in India sell for under $25
“And interestingly, 90% devices get sold below 25 dollars, which is sub 2000 rupees.”
Amit Khatri Apr 26, 2025 ▶ 1:28:31 Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
Assertion Supported
Khatri: Samsung is developing non-invasive CGM tech at Bangalore R&D center
“Samsung has a huge R&D center in Bangalore, where they are working on blood pressure and CGM on device where it's non-invasive.”
Amit Khatri Apr 26, 2025 ▶ 2:37:34 Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
Assertion Not publicly verifiable
Khatri: Indian smartwatch market is close to $1 billion in revenue
“It's close to a billion dollar market revenue.”
Amit Khatri Apr 26, 2025 ▶ 1:21:20 Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
Assertion Supported
Khatri: India's wireless audio market is 60M units worth $1B
“In a category like a truly wireless for an example, the India market would be like sixty million units. In a category like audio devices for an example like this market would be like sixty million devices, which is six crores.”
Amit Khatri Apr 26, 2025 ▶ 1:25:50 Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
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