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.
why aren't all 12 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
Pitch decks are bullshit compared to long-term investor relationships
“People talk about pitches and decks, that's bullshit. You know. The whole thing, it's about the relationship. You know, people, nobody's going to write you a twenty million dollar check if they haven't known you for a while, observed the way you execute, seein…”
Greece is not the place to build consumer tech hits
“Also we were starting in Greece, so, you know, this is not the place to start the new consumer big hit that is going to become fashionable in San Francisco.”
Enterprise software companies selling to Fortune 500 become sales organizations
“We didn't want a company that is going to sell to the fortune 500 companies because these companies tend to be sales organizations in the end.”
Peripheral markets give tech founders a massive hiring advantage
“And the huge advantage when you are in a peripheral market like Greece is that if you have a network there and some reputation you probably have a huge advantage in in hiring. You know, hiring engineers in Greece, there's plenty of them. They're really good. T…”
Workable could not have hired its first 20 engineers in SF
“It, it's more the fact that the kind of people that came to join Workable in the beginning, you know, our first 20 engineers, We're the kind of engineers that would probably be working at Facebook or Google if we were in in San Francisco. We wouldn't be able t…”
Growth and churn metrics alone justify investing in any legal company
“I think with two metrics, you'd probably invest In a company. In fact, given the right numbers, I invest in anything that isn't illegal and has good numbers on those two.”
Legacy applicant tracking systems are built for HR, not managers
“And the name reveals the mentality. It's business process software to keep track of an arcane process that it's going to be done behind closed doors by the HR department. People don't want to touch this thing.”
The US is unmatched globally for online sales and marketing talent
“When it comes to things like online, online marketing and sales the United States, I think, is no comparison to any other place in the world.”
20% MoM growth past $2M ARR signals strong SaaS health
“If you see a business growing at 20% month-on-month beyond beyond, beyond two million annual revenue, Then, you know, something must be going on right in there. There's, it's really difficult to achieve that if other things don't work well.”
Workable had 50% of its customers in the US before hiring there
“Essentially we had 50% of our customers in the United States, even before we had a single person there.”