The Ledger
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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
Lemkin: Twilio Has Failed to Profit From Segment After Multi-Billion Acquisition
“It hasn't been able to make segment, make any money. Which it's paid billions of dollars for.”
No SaaS firm Cabane advised reached $50M ARR on a single channel
“And I have never seen a companies I've worked with, neither at Segment or at Drift, Gorgias, or Ram, and not in one of the companies I engage with, where we were able to get to fifty million on one channel. Not one.”
Verna: Segment closed enterprise deals using billboards outside target offices
“The, when they wanted to close an enterprise contract, they would buy a billboard right in front of that office and they would put their ad on that billboard addressing that company specifically. And it would be like the cheapest way to close a six, seven digi…”
Zapier refused Segment's enterprise feature requests to maintain strict SMB focus
“I have one example. Zapier did that for very, very long. I talked to the Zapier founders. I talked to Mike when I was at Segment, and I wanted enterprise features, and he said, gee, we love you, but I'm sorry. We're not going to build those features. I'm like,…”