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 12 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
O'Driscoll: Adobe faces major AI disruption risk over the next five years
“So I think the disruption risk on those guys versus Intuit is a lot higher. Five years from now, there will be some disruption into, but we'll still be moving money around. We'll still be producing quarterly accounts, and I tell you, we'll still be paying taxe…”
Drury: Xero added more global small businesses than Intuit did last year
“We actually added more small business, small businesses globally to our brand, And Intuit added to their brand last year, and they spent 1.2 billion to do it”
HubSpot aims to define mid-market software within 5 to 10 years
“We want to define a category of mid market software. And, you know, five years from now, 10 years from now, when you have guests in your podcast, I want you to ask them, hey, are you like Salesforce? Are you like HubSpot serving mid market? Or are you like Int…”
Drury: Xero's major global rivals Sage, MYOB, and Intuit lack founder leadership
“We compete with, you know, three, well, two, two mainly really large companies, but three companies around the world, Sage in the UK, NYB in this part of the world, and Intuit in the US, and none of those are founder-led companies, and there's very few founder…”
O'Driscoll: Intuit will remain durable against AI over the next five years
“In my lesson, I think Intuit has pretty durability over the next five years, because I think the thing they automate, which is accounting and tax, has some AI impact, but it's not infinitely large, and I think they can adapt to it.”
Intuit TurboTax thrived despite Microsoft's 1990s Office bundling
“Microsoft tried to crush Intuit again and again and again, back in the eighties and nineties with bundling everything into office, but Intuit TurboTax survived and thrived.”
Mailchimp Approached $1B ARR Before Its Intuit Acquisition
“Mailchimp was making hundreds of millions of dollars and we were on the cusp of a billion ARR when the acquisition happened. So, I mean, we were already doing really, really well, highly profitable.”
Prioritize 'crystal' relationships over 'rubber' career obligations
“In life, you got to weigh the things that are rubber and those that are crystal. Things that are rubber bounce back. After some period of time, you'll, you'll never think about it again. Things that are crystal hit the ground, shatter, and you can't necessaril…”
Maven Ventures sold mobile app Check to Intuit for nearly $400M
“One called check, which we sold to Intuit last year for almost four hundred million dollars.”
Mailchimp And Intuit Spent A Full Year On Due Diligence
“We talked for a year, by the way, the whole thing was an entire year of due diligence and sort of courting each other you know, testing the waters here and there.”