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 4 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

Assertion Contradicted
Lemkin: Atlassian and MongoDB are bouncing off business bottoms
“When I look at what Atlassian is saying, like, they're bouncing off the bottom, and Mongo's bouncing off the bottom, and other folks are seeing things improve.”
Jason Lemkin Aug 11, 2023 ▶ 54:55 DEBATE: State of Seed Investing w/ Jason Lemkin, Sam Lessin, Frank Rotman & Harry Stebbings | E1047 · 20VC with Harry Stebbings
Assertion Contradicted
Egan: Atlassian Does Not Discount Software Prices for Any Customers
“In my current role at Atlassian, we don't discount. We try to work on terms that work for our customer, but everything's programmatic. So if our customers were to speak with any other customer, they know that they're in the same boat and that we're transparent…”
Kevin Egan Jul 12, 2023 ▶ 31:00 Kevin Egan: Biggest Lesson on Managing Sales Teams at Slack and Atlassian | E1034 · 20VC with Harry Stebbings
Assertion Contradicted
Simons: Atlassian grew 40% to 50% annually for 15 straight years
“Atlassian grew between 40 and 50% for more than 15 straight years.”
Jay Simons Jun 10, 2021 ▶ 20:59 20VC: Why and How The Best Companies Build Economies Around Themselves, When, Why and How To Build Effective Partner/Channel Networks & The Power of Compounding Growth in SaaS with Jay Simons, General Partner @ Bond
Assertion Contradicted
Most of Atlassian's equity is still held by its founders
“We've got Atlassian, which is undisputedly a great company, but most of the stock is still held by the founders.”
Dom Holland Nov 15, 2019 ▶ 19:04 20VC: Why Speed Is The Biggest Differentiator a Founder Can Have, How To Hire Seasoned Tier 1 Talent To An Early Stage Startup & How To Start, Scale and Manage Remote Teams with Domm Holland, Founder & CEO @ Fast
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