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 3 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

Opinion
Gomila: ADP and Paychex had terrible software and split market share
“So we knew at the time that ADP and paychecks were We're pretty crappy software companies. Like the software was terrible. There was not a monopoly on either side. Both companies, you know, had roughly equal market share.”
Jude Gomila Feb 11, 2020 ▶ 19:56 20VC: Lessons from 150 Angel Investments into the likes of Carta, Gusto, Airtable and Superhuman, Creating Algorithms and Models For Investing At Seed & Why Younger Investors Have An Advantage When It Comes To Finding Deals Early with Jude Gomila, Angel I
Disclosure
Stebbings: Passed on Deel early due to incumbent payroll fears
“I met Alex at Deal when it was two on 10, and I looked at paychecks.com and ADP, and I was like, nah, shit market, incumbents, distribution advantage, crap investment. What a mistake.”
Harry Stebbings Nov 10, 2025 ▶ 11:15 Benchmark's GP, Everett Randle on Why Mega Funds Will Not Produce Good Returns · 20VC with Harry Stebbings
Assertion Not checkable as stated
Tarica: ADP was one of the first SaaS companies
“ADP is one of the world's largest HRIS and payroll companies in the world, and I think ADP really was one of the first SaaS companies.”
Mitch Tarica Apr 27, 2022 ▶ 4:09 20 Sales: Zoom's Head of North America Sales on When To Hire a Head of Sales, Why You Should Hire a Head of Sales Before Sales Reps, The 3 Traits to Look for When Hiring Sales Reps & What Sales Leaders Can Do To Make Their Sales Team Feel Like They Are Wi
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