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 Not checkable as stated
DFJ replaces portfolio CEOs primarily for failing to learn from mistakes
“The number one reason where we do occasionally say, Hey, this is not the right leader for the company is when you see someone who's not able to learn from their mistakes, right. And adapt to them.”
Josh Stein Jan 9, 2017 ▶ 9:25 20VC: DFJ's Josh Stein on Why VCs Must Adapt To Their Founders, The Major Transition Points For Aaron Levie @ Box & Why SaaS Startups Are Growing At A Rate Never Seen Before
Opinion
Salesforce could double its prices without losing many customers
“Salesforce could double their prices. I don't think they would lose many customers.”
Josh Stein Jan 9, 2017 ▶ 20:09 20VC: DFJ's Josh Stein on Why VCs Must Adapt To Their Founders, The Major Transition Points For Aaron Levie @ Box & Why SaaS Startups Are Growing At A Rate Never Seen Before
Assertion Supported
SaaS startups now reach $1M ARR on just $1M to $2M capital
“A typical, back in my day, to get to a million dollars of ARR, you might have spent 10 or twenty million dollars. Now, companies are getting there on a million or two million dollars more typically.”
Josh Stein Jan 9, 2017 ▶ 17:54 20VC: DFJ's Josh Stein on Why VCs Must Adapt To Their Founders, The Major Transition Points For Aaron Levie @ Box & Why SaaS Startups Are Growing At A Rate Never Seen Before
Insight
Founders must be forceful and willing to annoy people to succeed
“Hey, if you're not annoying people, you're not doing enough as an entrepreneur. I mean, you know, it's not a place for shrinking violence. Like you need to be forceful to get ahead.”
Josh Stein Jan 9, 2017 ▶ 11:09 20VC: DFJ's Josh Stein on Why VCs Must Adapt To Their Founders, The Major Transition Points For Aaron Levie @ Box & Why SaaS Startups Are Growing At A Rate Never Seen Before
Assertion Supported
Box's post-2008 revenue ramped from $5M to $125M
“They went rough revenue ramp was five, 10, 25, 55, one, 25, and so just, you know, exploding out of the gate on the heels of that.”
Josh Stein Jan 9, 2017 ▶ 14:10 20VC: DFJ's Josh Stein on Why VCs Must Adapt To Their Founders, The Major Transition Points For Aaron Levie @ Box & Why SaaS Startups Are Growing At A Rate Never Seen Before
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