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 6 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
Reeves: $100B incumbents ADP and Paychex served under 30% of small businesses
“You had this amazing combination of, you know, some big incumbents like paychecks and ADP worth, you know, over a hundred billion dollars together at that point. So like clearly big, big incumbent market presence in terms of like economic value, but also an in…”
Reeves: 40% of US companies faced annual penalties for payroll mistakes
“40% of companies in the U.S. Were making mistakes and getting penalized every year.”
Gusto delayed public self-serve launch until months after Demo Day
“After demo day, we actually did not launch the product. That was also kind of a non-obvious choice we made. We'll probably talk about the seed round we did, but we actually didn't launch publicly where you could like come up as a stranger who we've never met, …”
Seibel: Gusto Outperformed Hyped Startups in YC Winter 2012 Batch
“In my batch in winter 12, I, my company was by no means the best investment. Justin was in my batch as well. He raised it uncapped, super hyped, also wasn't the best investment. If you were investing in my batch, you probably wanted to invest in a company call…”