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 2 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
Gill: SaaS sales spending represents investments in future recurring revenue
“Fundamentally, if you're looking at the sales and marketing expense on the P and L of a SAS company, you're comparing that to the revenue this period on the P and L of the SAS company, you're comparing the wrong thing, right? You're comparing an investment tha…”
Gill: Multi-year SaaS contracts provide no extra value over one-year deals
“There's no reason for me to think of a three-year deal as more valuable than a comparable one-year deal. Our retention rates are very high. We're gonna get, We're going to get the second and third year even if even if it's not locked into that initial contract…”