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 1 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
Kellogg: VCs stop calling SaaS startups with CAC payback exceeding 24-36 months
“I do think somewhere around 24 to 36 months people stop calling you back, so you have a different problem. It doesn't matter how good your story is if you don't get the meaning.”
Kellogg: Founder replacements will increase and favor GTM executives
“If and when you replace a founder, which was extremely unpopular for the last five years, but I think will get more popular going forward, you will tend to replace them with a GTM person.”
Kellogg: Andreessen Horowitz paused Silicon Valley founder replacements for over a decade
“Jason Horowitz, in my opinion, Put that trend on hold for a decade or more, right?”
Dave Kellogg: AI sales tools will reduce sales support headcount by 30%
“Well, you know, battery came up with a famous slide well now famous slide, but they basically said, I'm going to get the, I think to support 30 sellers, they argued that today it takes a 110 personal organization and that tomorrow it'll take 75. So they're say…”
Kellogg: Outbound sales worked significantly better four years ago than today
“I think Outbound actually worked better four years ago than it does today, because I think everyone's doing it, and people are getting flooded with it, and they don't like getting called on their cell phone, they're not answering their regular phone, and you c…”
Kellogg: Subscription SaaS Companies Were Hit Harder Recently But Still Grow Faster
“The great paradox right now is that people who are in subscription pricing generally have been hit harder than those who are not, but they're nevertheless still growing faster.”
Dave Kellogg: AI sales tools market will consolidate within 18 months
“So if I were a founder of one of these companies, I'd be very aggressive right now to get myself known and established in the market, because this market will organize, right? We're in the chaos phase of the market, and so from the vendor side, this will organ…”