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 9 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
King: A Single Startup Operating Alone Does Not Constitute a Category
“There's another piece of it too, that is, if you're creating a category and you're the lone competitor in a category, then it's not really a category. It's not really a market. It's basically just one vendor doing something strange.”
King: Software Developers Do Not Read Gartner Analyst Reports
“With developers, developers don't read Gartner reports.”
King: Analysts Consult Early Adopters Rather Than Advising Them
“Your early adopters probably aren't talking to analyst firms to get advice. In fact, your analyst firms are oftentimes talking to those early adopters to understand where the market's going.”
King: Sales Pitches Aligning With Analyst Views Are Far More Persuasive
“And if your criteria that you are helping set agrees 90% with the criteria they get from the analyst, it's a lot more valuable and we listen to a lot better.”
King: Major Analyst Firms Deliver Higher ROI in Well-Covered Markets
“If your market is well covered or markets are well covered by the analysts, then you're probably better off from an ROI perspective investing with the larger analyst firms.”
King: Analyst Opinions Reflect Market Sentiment, Not Individual Bias
“Whether you think the analyst is awesome or not so great, the analyst opinion about your product, the analyst opinion about your pricing, the analyst opinion about your marketing is a reflection of the market, not of that particular analyst bent or how they wo…”
King: Startups Must Ask Analysts What They Tell Prospective Buyers
“The one downside I'd say to only using the briefing is you can't ask what I think is the most important question to ask an analyst, which is let's just say I'm a client and I'm asking you if I should buy my, your product or my competitor's product or What you …”