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 6 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

Prediction Not checkable as stated
Rampell: Zendesk legacy per-seat revenue drops to zero without pricing pivot
“Because the per seat pricing, like if Zendesk said, we're just gonna charge you per seat per month for the current thing, you know, never make a change to our code or our pricing, that revenue stream is a hundred percent going to zero.”
Alex Rampell Mar 6, 2026 ▶ 9:18 Atlassian CEO on the SaaS Apocalypse, AI Agents & What Comes Next
Prediction Not checkable as stated
Rampell: Adobe and Zendesk will sell fewer software seats due to AI
“Is Adobe gonna sell as many seats if now you don't have to hire as many graphics designers? Or is Zendesk going to sell as many seats if the, Software just answers all the queries. Like, the answer is no.”
Alex Rampell Dec 3, 2025 ▶ 6:50 Why AI Moats Still Matter (And How They've Changed)
Disclosure
Rampell: Zendesk is testing outcome-based pricing in New Zealand
“I've been talking to their CEO. They're piloting outcome-based pricing in New Zealand right now.”
Alex Rampell Oct 3, 2025 ▶ 11:31 Software is Eating Labor
Insight
Cannon-Brookes: Customer service is input-constrained; higher speed yields no extra demand
“The customer service example with Zendesk, that's input-constrained. Your customers ask a certain amount of questions. How quickly you process those is about your efficiency, cost, speed, quality of running that queue. If you do it 10 times as fast, you don't …”
Mike Cannon-Brookes Mar 6, 2026 ▶ 15:22 Atlassian CEO on the SaaS Apocalypse, AI Agents & What Comes Next
Disclosure
Smith: Stitch Fix builds custom software because off-the-shelf tools fail
“I don't have, we're building it all ourselves, and so we use Zendesk for customer service but I'd say that the tie-ins to Zendesk are very proprietary in terms of, like, how tickets how we think about tickets related to customer segmentation, or how we think a…”
Mike Smith Jan 2, 2019 ▶ 50:42 a16z Podcast | Where's My Stuff? -- The Lowdown on Logistics and Ops
Disclosure
Butterfield: Slack routes all company alerts, tweets, and tickets into Slack
“In our case, every time someone tweets at us at our company, that goes into our Slack instance. Every time a the customer creates a ticket through Zendesk, that goes into our Slack instance. Every time someone signs up for the service through our own internal …”
Stuart Butterfield Jan 2, 2019 ▶ 8:04 a16z Podcast | Tools for How We Work Today
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