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 13 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
CMOs will surpass CIOs and CTOs in tech spending within 10 years
“So marketing technology has under undergone a sort of dramatic shift over the last 10 years, and the CMOs are poised to become the largest spenders on technology inside of the organization, even more so than the CIO and CTO in the next 10 years.”
Assuming past startup failures were just bad execution is arrogance
“And this was some feedback that I got that assuming that everyone else has just done something badly in the past is arrogance. You've got to understand why now is the right time, and some structural change in a market or technology is really the only thing tha…”
Tesla's $35,000 car in 2016 will make it a mainstream brand
“And that they, the announcements or the buzz is that there's, they're going to be releasing a much cheaper model in late 2016, a 35,000 dollar price point car. I think that has the opportunity to make them a household brand and not just something that's access…”
Emergence Capital's strategy shift does not signal an enterprise SaaS decline
“I don't think that has any sort of embedded commentary on the future of enterprise investing. I think there's tons of opportunity left.”
Startups succeed by solving large problems with small initial solutions
“Really the magic of startups is finding big enough problems that can be solved with small enough solutions to start.”
High startup valuations are occurring earlier on the West Coast
“The time in a company's life when they're getting a higher valuation is moving earlier and earlier on the west coast. And that's sort of leading to this dynamic where both as founders and as investors, you're sort of picking the winner in a space earlier. And …”
Startup branding shifts stem from media habits, not products
“I think a big part of it is, is not actually about The products. It's about the way that we interact with media.”
Consumer loyalty can no longer be bought via ad spending
“Loyalty in the past could largely be bought by volume of advertising and by placement on the shelves in a retail environment. But now, because there are so many competing alternatives, loyalty has to be something that's earned through having better products.”
Slack succeeded through bottom-up groundswell adoption driven by product quality
“I think something like Slack could have never been born, not just because the technology wasn't there, but because it was a sort of groundswell of support for this one communication method that just sort of blew up out of nowhere because the product itself was…”
Brand disruption occurs where legacy intermediaries fail to deliver customer value
“So I think any sector where there's been a An intermediary that hasn't lived up to its promise to provide value to the customer is where the opportunity for exploitation by new brands is the highest.”
Sector expertise becomes increasingly critical in later-stage venture investing
“When it's seed investing, The, I think a focus on community and the geography is more important, but the later stage that you invest, the more important it becomes really to have a sector expertise, and so we at Bain Capital Ventures all do focus on different …”
Enterprise communication tools lag consumer tech and remain in the first inning
“Capitalization of the enterprise and low friction tools to allow employees to better talk to each other, to better talk to their vendors, and to better talk to their customers is still really in the first ending, and it's far behind consumer technology, so I t…”
Legacy mattress sales relied on distribution incentives over quality for 40 years
“The way that mattresses has been sold was the same for 40 years. There were a couple large brands that sold through regional and national retailers, and it really wasn't about product. It was about what the incentives were in the channel to sell the product”