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 4 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
Kellogg: Startups blaming rising CAC on 'low-hanging fruit' underestimate market size
“I think most startups, when they make that argument to me, I think they're vastly underestimating the size of their market. That if you have a really, really big market, That, that you haven't picked all the low hanging fruit.”
Kellogg: SaaS NRR dropped to 105%, driven mainly by increased churn
“And by the way, if you asked, like, the most recent study, I think, said one oh five. The reason I said one oh eight is I just can't make my mouth say one oh five. But I think it may have come down from one 20 to one oh five, to be honest, and I think it's thr…”
Kellogg: Stuffing Startups Full of Cash Encourages Unhealthy Wasteful Spending
“I honestly don't believe that floggrowing startups, as they say, stuffing them full of cash is a healthy behavior. Some are actually good. I know a few that seem good at raising money and not spending it and saving it to grow later, right? But most people, whe…”
Kellogg: CEOs are negligent if not deeply involved in material quarterly deals
“As a CEO founder, I think you just need to look at the materiality of the deal to the quarter. And like, are you What's the word? But negligence in your duties. Like at some level, if the deal is material of the quarter, you better be in it deep.”