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 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
Lemkin: Coupa, Zendesk, and Anaplan may fail to repay their debt
“Coupa, New Relic, Anaplan, even Zendesk, Avalara, Smartsheet they all look like they may not be able to fully repay their debt”
O'Driscoll: PE firms will acquire AI startups to dress up legacy SaaS
“I'm willing to bet that all those PE shops have a, let's acquire some new AI Pixie Dust to put on top of Zendesk, to put on top of Anaplan so we can, you know, tart up the story with acquisitions.”
Bravo: Critics claim Thoma Bravo overpaid on almost every deal
“And I almost cannot tell you of a deal where a peer or competitor or an outsider, I cannot almost say one single deal where they haven't criticized us for paying too much. It's truly, truly amazing. So Coupa Anaplan and whatever other investments are no except…”