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 13 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
Evernote's 2023 price hike caused its largest subscription churn event
“The thing we did on Evernote that produced the biggest churn was when we raised prices in 23, which is something that we thoroughly analyzed, and we ultimately made the decision to do it nonetheless.”
Evernote's headcount dropped from hundreds to under 100 after Bending Spoons acquisition
“Evernote was a few hundred people and now it's less than a hundred.”
Lemkin: Bending Spoons raised Evernote's average subscription price from $75 to $250
“If they can do what they did with Evernote, which is raise the pricing from 75 to 250 dollars a year on average, right?”
Lemkin: Bending Spoons reaccelerated Evernote growth with 20% of staff
“Evernote reaccelerate, Evernote was dead and they reaccelerated the growth of Evernote, right? With a fifth of the employees.”
Stebbings: Bending Spoons filing US IPO at $20B valuation
“Evernote, Vimeo, WeTransfer, AOL, Eventbrite, a very massively executed roll-up strategy, a 1,000,000,003 in revenue, and they're filing to go public at twenty billion dollars on in the US from Italy.”
Bending Spoons will announce Evernote V-Eleven with new AI features next week
“Next week, we are announcing Evernote V-Eleven, and it's going to be a significant change compared to what Evernote is today. It's mostly a reflection of all the work that went through in the last three years, but it's also containing three advanced AI feature…”
Bending Spoons acquires growing, flat, or declining assets, not just distressed
“By the way, we don't acquire I don't necessarily acquire distressed assets. I know that people, some people have characterized it that way after Evernote, because Evernote, some people thought would qualify as such, but we have acquired a lot of products that …”
Evernote and LinkedIn succeeded in China by granting local leaders autonomy
“For a long time now, people have pointed to Evernote and LinkedIn as being decent deployment that happened in China. And both of those cases, they hired very local sort of general managers or heads of China. It gave them the freedom to build their own teams, l…”
Evernote reached 220 million users while running on a shoestring budget
“You know, we have two hundred and twenty million users and we have a very like shoestring budgets.”
Bending Spoons made Evernote offline note access free for all users
“Offline is a big one, like offline availability of notes and notebooks used to be a premium feature and now it's free.”
Bending Spoons funded all pre-Evernote acquisitions exclusively with earnings and debt
“Up until Evernote included, which is a year ago, I can, on first approximation, I can say that All of what we have done through our own earnings and debt.”
Evernote has users in every country, including the Vatican
“This is a company that literally exists in every country in the world, including regions like the Vatican.”
Evernote will expand its focus to team productivity software
“We've done great things throughout our relatively short history to unlock and become a superpower for individuals, and we look forward to doing the same thing for teams and really helping them be much, much, much more successful and productive and organized th…”