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 2 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

What-if
Simons: Atlassian wouldn't be the same company without an early second product
“We added a second products really early in the company's life cycle. That was a very unconventional and risky choice. But I think if I look back, had we not done that, we probably would be a very different company. Who knows? Like if we were just the Jira comp…”
Jay Simons Jun 10, 2021 ▶ 19:57 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
What-if
Simons: Atlassian wouldn't be as successful had it targeted enterprise early
“We made choices where we could have really early on invested in the enterprise segment, and instead of selling a 10,000 dollar product, chose to sell a 200,000 dollar product. And again, the counterfactual is tough to paint what Atlassian would have looked lik…”
Jay Simons Jun 10, 2021 ▶ 28:17 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
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