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 8 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
Lerman: Going Public Is Essential; VCs Discourage It Out of Self-Interest
“First off, being public is way better than being private. For those people that say that you shouldn't be public, that's just a timing thing. And honestly, sometimes it's a VC that has a self-interest that wants to do a late stage round before you go public. B…”
Lerman: Billing and Contract SaaS Companies Should Just Be Salesforce Features
“A lot of the SaaS companies out there should just be features of Salesforce. In fact, it's annoying that they're not features of Salesforce. Things like billing, things like order management, things like contract management, but Yext is a platform in itself.”
Lerman: Every Website Owner Will Soon Need an AI Structured Database
“Well, it's the whole concept of the web to the brain. Every business in the world that today has a website will very soon have a brain, and that brain is a structured database of their public facts. If you're a restaurant, it's your stores, your menus, your ev…”
Lerman: 12 Direct Reports Is the Maximum a Leader Can Manage
“I've got, yes, now I think 12, and that's about the maximum number that I think a leader can really have”
IPOs for tech companies with 20% growth are a healthy market sign
“There are really good companies that grow at twenty-ish percent a year, and the fact that they are able to get public actually doesn't alarm me. I actually view it as a really healthy sign that good companies that are growing at reasonable rates, but not some …”
Lerman: Memorizing Speeches Orally Forces Shorter, More Memorable Delivery
“When you memorize a line, you craft it as you write it. If it's a line you say out loud, it will be better than a line that you've written down. If it's a line that you say out loud, if you want to remember it, each time you try to memorize it, you're going to…”
Lerman: Five-Minute Employee Meetings Are Best for 1,000-Person Companies
“Now you obviously can't do this, you know, when the company gets to a 100,000 people, but for running a 1000 to 3000 person company to get an idea of what's going on, there is no better technique than the Teddy Roosevelt five minute meeting.”