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 7 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
Stebbings: Silver Lake Prepares $43B Take-Private Bid for Workday
“Silver Lake circles a forty three billion dollar take private bid for Workday.”
Lemkin: Demand environment is worsening for Salesforce, MongoDB, and Workday
“Yamini got on the last call a couple of weeks ago and said, yeah, we saw a little bounce at the end of the year and HubSpot had a great quarter, but it's not any easier. She said, it's not one lick easier right now. So HubSpot, not any easier Mongo worse. Sale…”
Stebbings: Workday acquired Sana Labs for $1.1B at $50M ARR
“Workday acquiring Sana Labs for 1.1 billion dollars. They were at like, 50 in ARR.”
Lemkin: Workday's standard enterprise contract terms effectively total eight years
“Workday does three year contracts up front and five year renewal. So the average Workday customer effectively signs up for an eight year contract. Three and five is their standard term.”
George: Salesforce, Workday, and ServiceNow command market cap in B2B
“In B to B, you know, Salesforce, Workday, ServiceNow, they command almost all the market cap in their respective markets.”
Adaptive Insights took a $1.6B Workday acquisition three days pre-IPO
“Including Adaptive Insights, by the way, last year, who was three days away from going public, and then instead chose to take the Workday offered a 1,000,000,006 instead.”
NewView Capital's $1.35B debut fund yielded three major exits within two years
“Launched in 2018 with their 1.35 billion dollar debut fund, They've already set themselves as leaders in the world of growth funding, with three massive exits in less than two years, in the form of, check this out, Plaid sold to Visa for 5.3 billion dollars, A…”