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 14 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
Naus: Software startups selling into traditional industries should not avoid offering services
“Don't shy away from the services, especially in these industries.”
Naous: Operational workers require a new class of self-service analytics tools
“And so what this really tells us is that there's a new category of tools that's needed. It's a tool for operational workers to observe and act on their own data. These are operational analytics tools.”
Naous: Startups disrupt traditional sectors using digital UX and operational analytics
“First, choose a tech phobic industry. Second, provide a digital user experience. Finally, use operational analytics to create efficiencies. You undercut the existing players with lower pricing, and then you build an operational mode to make sure that you're co…”
Naous: User engagement, not revenue, is the primary KPI for operational tools
“And with that, the primary KPI to measure is user engagement. How many operational people are actually using your stuff? Revenues, on the other hand, is a lagging indicator.”
Naous: Operational analytics software must be end-to-end and simple to adopt
“Well, first you gotta build an end-to-end domain-specific product. What this means is that the product that you build should be easy to adopt for your customers without them having to learn or do a ton of integrations.”
Naous: Operational analytics software must directly link to core business KPIs
“If your product doesn't have a clear path from what you're doing to the impacts that you're providing to those KPIs, it will be a very tough sale.”
Naous: Role-focused startups must master one persona before expanding
“Go for depth. Don't go for breadth. Make sure that you solve all problems for that role. Make sure you make those people extremely successful, and only then should you go to any adjacent spaces or any adjacent roles.”
Naus: Operational intelligence requires immediate answers, unlike eventual legacy BI
“The first one is that it has to be immediate. It can't be eventual like BI. You can't just say, oh, I need to answer this question and then get an answer like three months later. It has to be answered in the moment.”
Engineering monitoring disciplines are expanding into marketing, product, and sales
“And now we're actually seeing these kinds of engineering disciplines kind of migrate into other functions of the org, right? Like marketing seems to have been the first one to go after that and then product management, and we're actually seeing now people tryi…”
Naus: Operational intelligence software must be self-service for non-technical users
“It has to be self service, not full service. You can't have somebody else going and doing all the work for you. Those tools have to actually give you insights that are catered to you. And you have to actually be able to ask questions yourself out of these tool…”
Naus: ETL modernization is difficult due to domain specificity and manual integration
“I think two reasons why ETL has been so hard. The first one is it actually requires domain specificity. Like, ETL for healthcare is not going to look the same as, ah, ETL for financials. For ride sharing or whatever, like the ontologies, the things that they c…”
Naus: Businesses now view analytics and observability as essential operational tools
“I think there's a lot of, I think a lot of what's actually happening is people are now starting to see analytics and observability as urgent, as necessary to running their business.”
Naous: Digitization makes enterprise processes much more observable
“Luckily, if you're already automating, then you're also digitizing, and that makes it much easier to get the data that you need to make good operational decisions because, as I said before, digitization makes processes much more observable.”
Naus: Digital transformation has two phases, digitization and automation
“I would bucket the things that people do in digital transformation into two, ah, areas. The first one is around moving from these manual paper processes to more, Digital ones that are easy to change, faster to modify, more agile. The second thing that people t…”