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.

clear all ✕

why aren't all 5 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

Assertion Supported
MongoDB Atlas reached a $200M+ run rate following its 2016 launch
“Literally from a standing start, that business was started in 2016 now is north of a two hundred million dollar run rate business, and it's really helped fuel our growth.”
Dev Ittycheria Aug 10, 2020 ▶ 21:42 20VC: MongoDB CEO, Dev Ittycheria on Why Sometimes You Have To Be Inefficient To Be Effective, The 2 Different Types of Decisions and How Great Leaders Respond To Each & Why Value To Overhead Ratio Is The Metric To Use When Selecting Investors
Prediction Not checkable as stated
Ittycheria: Drive-by diligence investors panic during company speed bumps
“It's those investors who've done drive-by diligence, just wanting to be part of a party round, they're the ones who are going to panic when something goes wrong because they just don't have that inner conviction about your business.”
Dev Ittycheria Aug 10, 2020 ▶ 27:37 20VC: MongoDB CEO, Dev Ittycheria on Why Sometimes You Have To Be Inefficient To Be Effective, The 2 Different Types of Decisions and How Great Leaders Respond To Each & Why Value To Overhead Ratio Is The Metric To Use When Selecting Investors
Assertion Not checkable as stated
Ittycheria: 75% of MongoDB inside sales leads originate from self-serve
“And what's interesting now is that self-serve channel is creating an amazing flywheel effect for our sales because now three out of four leads to our inside sales team is coming from a self-serve channel”
Dev Ittycheria Aug 10, 2020 ▶ 32:32 20VC: MongoDB CEO, Dev Ittycheria on Why Sometimes You Have To Be Inefficient To Be Effective, The 2 Different Types of Decisions and How Great Leaders Respond To Each & Why Value To Overhead Ratio Is The Metric To Use When Selecting Investors
Assertion Supported
Ittycheria: MongoDB holds just 0.5% of the $100B database market
“The market is estimated to be about a hundred billion by 2023, and we have a little over half a percent share.”
Dev Ittycheria Aug 10, 2020 ▶ 38:33 20VC: MongoDB CEO, Dev Ittycheria on Why Sometimes You Have To Be Inefficient To Be Effective, The 2 Different Types of Decisions and How Great Leaders Respond To Each & Why Value To Overhead Ratio Is The Metric To Use When Selecting Investors
Assertion Supported
John McMahon led sales at five different public software companies
“John McMahon, who's on our board, is probably the only person on the planet who's been the head of sales of five different public software companies.”
Dev Ittycheria Aug 10, 2020 ▶ 36:07 20VC: MongoDB CEO, Dev Ittycheria on Why Sometimes You Have To Be Inefficient To Be Effective, The 2 Different Types of Decisions and How Great Leaders Respond To Each & Why Value To Overhead Ratio Is The Metric To Use When Selecting Investors
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