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 7 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
Simons: Atlassian never followed the 'triple, triple, double, double' growth model
“And, you know, Atlassian, you know, was never a triple, triple, double, double, double company. It was this kind of methodical, reasonable grower.”
Jay Simons Jun 10, 2021 ▶ 31:05 20VC: Why and How The Best Companies Build Economies Around Themselves, When, Why and How To Build Effective Partner/Channel Networks & The Power of Compounding Growth in SaaS with Jay Simons, General Partner @ Bond
Assertion Not checkable as stated
Simons: Partner ecosystems and certifications made Microsoft a generational business
“I think if you look back on time before they had the brand and direct reach that they have today, they had reached through this incredibly durable partner ecosystem and the customer economy built around getting Microsoft certified and having that sort of crede…”
Jay Simons Jun 10, 2021 ▶ 10:18 20VC: Why and How The Best Companies Build Economies Around Themselves, When, Why and How To Build Effective Partner/Channel Networks & The Power of Compounding Growth in SaaS with Jay Simons, General Partner @ Bond
Assertion Supported
Simons: Atlassian built a partner network instead of direct enterprise sales
“We invested at Atlassian, we invested early on, we had built this self-service online e-commerce flywheel for customers to buy the product. And as we moved into the enterprise, we had an opportunity to either invest directly in building an enterprise sales org…”
Jay Simons Jun 10, 2021 ▶ 11:17 20VC: Why and How The Best Companies Build Economies Around Themselves, When, Why and How To Build Effective Partner/Channel Networks & The Power of Compounding Growth in SaaS with Jay Simons, General Partner @ Bond
Assertion Contradicted
Simons: Atlassian grew 40% to 50% annually for 15 straight years
“Atlassian grew between 40 and 50% for more than 15 straight years.”
Jay Simons Jun 10, 2021 ▶ 20:59 20VC: Why and How The Best Companies Build Economies Around Themselves, When, Why and How To Build Effective Partner/Channel Networks & The Power of Compounding Growth in SaaS with Jay Simons, General Partner @ Bond
Assertion Supported
Simons: Atlassian has over 500 partner resellers and solution providers
“And, you know, when we thought about it, even sort of one of the examples that I mentioned, a partner economy of resellers and solution providers, we, I think Atlassian now probably has over 500 of those.”
Jay Simons Jun 10, 2021 ▶ 8:36 20VC: Why and How The Best Companies Build Economies Around Themselves, When, Why and How To Build Effective Partner/Channel Networks & The Power of Compounding Growth in SaaS with Jay Simons, General Partner @ Bond
Assertion Supported
Simons: Atlassian enabled third-party add-on ecosystems from an early stage
“And by the way, the other dimension that I mentioned was, it was important to us is we had Extensibility in Atlassian products from a really early age. And so one thing that partners could do is they could extend them and kind of build add-ons and customizatio…”
Jay Simons Jun 10, 2021 ▶ 18:01 20VC: Why and How The Best Companies Build Economies Around Themselves, When, Why and How To Build Effective Partner/Channel Networks & The Power of Compounding Growth in SaaS with Jay Simons, General Partner @ Bond
Assertion Supported
Simons: Atlassian launched its second product Confluence in year two
“In Atlassian's case, our second product, Confluence, was created in year two of the company, which was incredibly risky, I think, to diversify focus so early. But, you know, as I mentioned earlier, I think it was foundational to the company Atlassian became.”
Jay Simons Jun 10, 2021 ▶ 22:48 20VC: Why and How The Best Companies Build Economies Around Themselves, When, Why and How To Build Effective Partner/Channel Networks & The Power of Compounding Growth in SaaS with Jay Simons, General Partner @ Bond
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