why aren't all 6 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 Supported
Lemkin: Public SaaS companies are re-accelerating growth through AI
“I'm glad to see that just literally this week, we were seeing Mongo even Okta, which had been struggling, Box last, the other day, Zoom, which is, you know, which is not exactly a rocket ship anywhere, but seeing growth re-accelerate because of AI, it's like, …”
Assertion Partly supported
Okta suffered severe employee attrition early on due to improper sales strategy
“Okta went through a very difficult time early on and they had like, you know, very deep attrition. And so Todd asked me to go talk to the company about why like why people should stay in the company. Like it was that bad.”
Assertion Partly supported
Okta was Andreessen Horowitz's first fund investment check in 2009
“We were the first check that they wrote out of their first fund. In the summer of 2009 was into our seed round, and then obviously they led our series A in 2010.”
Assertion Contradicted
McKinnon: Okta was Andreessen Horowitz's first VC fund investment
“Like we were their first investment actually as a fund.”
Assertion Supported
Okta pivoted from small businesses to mid-market and enterprise in 2011
“We went from focusing on small, medium businesses to focusing more on mid-market companies and a little bit upscale because those companies, A, had more pain, B, they had more budget, and C, they were looking for solutions like the ones we had”
Prediction Didn’t hold up
Kerrest: Okta planned to hire over 900 people in 2019
“And look, in a high growth environment, we have to hire, you know, north of 900 people this year.”