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 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

Insight
Coates: Bottom-up management destroys product cohesion across multi-product software suites
“The problem with power to the edges and bottoms up decision making Is that the value of a product like Shopify, or the value of, not even a product, like a product suite, like, because Shopify has many products, right? And look at Apple, right? Like Apple is l…”
Glen Coates Mar 8, 2023 ▶ 28:48 Glen Coates: Why Shopify Will Dominate Amazon; How Microsoft Made Smartest Move of 2023 | E986 · 20VC with Harry Stebbings
Insight
Coates: Product founders who hire a Head of Product are quitting
“The minute that person says this other person is the head of product, they've done one of two things. They've either quit their job, or they have given that other person a title that everyone knows is bullshit, and they've basically given that person a death s…”
Glen Coates Mar 8, 2023 ▶ 50:15 Glen Coates: Why Shopify Will Dominate Amazon; How Microsoft Made Smartest Move of 2023 | E986 · 20VC with Harry Stebbings
Insight
Coates: Microsoft's AI Bing launch is an asymmetric attack on Google
“Search is like a non-part of their business, but search is everything to Google. Like if search ads stop working, Google doesn't, is not a thing anymore. And so they are swinging for the fences with a completely novel approach, which might not work, but if it …”
Glen Coates Mar 8, 2023 ▶ 55:26 Glen Coates: Why Shopify Will Dominate Amazon; How Microsoft Made Smartest Move of 2023 | E986 · 20VC with Harry Stebbings
Insight
Coates: Employees who 'disagree and commit' execute at 80% speed
“They don't move down the field quite as fast, but there is a difference between moving down field at 80% speed and, like, literally digging your heels in.”
Glen Coates Mar 8, 2023 ▶ 29:55 Glen Coates: Why Shopify Will Dominate Amazon; How Microsoft Made Smartest Move of 2023 | E986 · 20VC with Harry Stebbings
Insight
Glen Coates: Product principles must resolve close 51-49 decisions
“Principles are probably the most difficult and counterintuitive, but principles are basically how are we going to make the very hard decisions, the 51 49 decisions, that reasonable people could take either side of in this project.”
Glen Coates Mar 8, 2023 ▶ 10:29 Glen Coates: Why Shopify Will Dominate Amazon; How Microsoft Made Smartest Move of 2023 | E986 · 20VC with Harry Stebbings
Insight
Coates: Only progressive disclosure and app ecosystems let software scale from SMBs to enterprise
“The only two pieces of leverage you really have to allow that stretch is one is extremely good execution of progressive disclosure in the core product. So like features that appear at the right time only when you need them. A good example of this is something …”
Glen Coates Mar 8, 2023 ▶ 19:44 Glen Coates: Why Shopify Will Dominate Amazon; How Microsoft Made Smartest Move of 2023 | E986 · 20VC with Harry Stebbings
Insight
Coates: Platform ecosystems fail if third-party apps cannot match first-party quality
“One is you need you need an app platform that allows apps to be built that are of equal quality to the core features of the platform. That is absolutely critical. And like, look at iOS. IOS is like a great example of this. Like when I open up a first party app…”
Glen Coates Mar 8, 2023 ▶ 20:53 Glen Coates: Why Shopify Will Dominate Amazon; How Microsoft Made Smartest Move of 2023 | E986 · 20VC with Harry Stebbings
Insight
Coates: Audiences only retain three words at a time in communication
“You only get to lodge, like, a few words in someone's brain before, like, every word you add pops one out their other ear, and you only get to choose, like, maybe three words you can lodge in someone's brain at any given point in time, and you really need to c…”
Glen Coates Mar 8, 2023 ▶ 36:46 Glen Coates: Why Shopify Will Dominate Amazon; How Microsoft Made Smartest Move of 2023 | E986 · 20VC with Harry Stebbings
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