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 10 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
Epstein: Only 3% of top 100 YC companies rely primarily on ads
“Really only three percent of the top 100 YC companies use an advertising business model as their primary way to make money.”
Epstein: Netflix relies on price increases as the easiest revenue growth lever
“And now Netflix has two hundred and twenty one million paid subscribers, and they've been able to figure out how to raise prices because that is the easiest way for them to grow revenue rather than continuing to try to scale subscriber growth at the same rate.”
Epstein: Segment increased contract values 150x by anchoring quotes at $120,000
“So while they didn't actually get the thousand x price increase, they were able to increase their price a 150 times from a 120 dollars a year All the way up to 18,000 dollars a year. And it wouldn't have happened if they didn't ask for the higher price.”
Epstein: Early Brex lacked user account creation, requiring manual password emails
“Brex, you know, which was, sorry, I was a credit card for startups. They didn't even have a way to create user accounts. Like you just like emailed them your password and that's how they set up the account for you.”
Epstein: SaaS, transactional, and marketplaces make up 67% of top YC startups
“First is that SaaS businesses actually make up 31% of the top 100 YC companies. Transactional businesses make up 22% of the top 100 YC companies and marketplaces actually make up 14%. So just with these three business models, SaaS, transactional, and marketpla…”
Epstein: Top 10 YC companies generate 50% of top 100 overall value
“Turns out that 50% of the overall value of the top 100 YC companies actually comes from just the top 10.”
Epstein: Five of YC's top 10 companies are marketplace business models
“And what's especially interesting is that five of the YC top 10 are actually marketplaces.”
Epstein: Marketplaces make up 14% of top YC companies, 30% of value
“So marketplaces are 14% of the top 100 companies, but they actually create 30% of the overall value because so many are represented here in the top 10.”