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
DHH: Zoom's Hidden Web Server Forced Apple to Issue Emergency Patch
“All the shit that they've done that's kind of on the sly, whether it was last year when they installed this uninstallable web server, just because they wanted to save a click, right? And then Apple all of a sudden had to release this emergency fix to remove th…”
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, …”
Zoom Founder Eric Yuan Originally Miscalculated Churn by Counting Upgrades
“Eric himself was miscalculating churn. Specifically, he was counting upgrades from, you know, low tier to high tier as churn. He was counting pausing as a churn. And so he was unnecessarily burdening the business with churn.”
CrowdStrike was the third fastest-growing enterprise software company to IPO
“I think we were the third fastest growth company to ever IPO behind like Zoom and Salesforce.”
Lemkin: Zoom is currently experiencing zero percent revenue growth
“But Zoom isn't, Zoom is growing zero percent now, right?”
Zoom was profitable when Emergence Capital invested in 2014
“It was competitive both because the, there was early growth, but also because the company was profitable. And so we didn't have to raise capital.”
Lemkin: Zoom and ZoomInfo are still cutting tech spend to the bone
“Tech companies are just continuing app layoffs. We thought it would be over. They're still cutting, cutting, cutting, cutting, cutting, cutting to the bone, right? We see it at Zoom Info. We see it at Zoom. We see it at so many others. They're still cutting, a…”
Tarica: Zoom doubled overall headcount and sales team size during pandemic
“Our company has doubled in size, and you know, our sales team has doubled in size.”
Zoom grew from 10M to 200M daily active users in three months
“I mean, look at zoom going from. Ten million monthly actives to two hundred million or daily actives, two hundred million in three months time.”
Cahn: Zoom was profitable and didn't want capital when Sequoia invested
“When Sequoia invested in Zoom, they didn't want to raise capital, right? They were profitable. They were doing really well.”
Grady: Zoom founder Eric Yuan required nine visa applications to enter US
“Eric Yuan, as the legend goes, it was his ninth visa application that finally got him into the US, right? Like, he was seeking out a better opportunity for himself, and he stuck with it because he really wanted to see it through.”