The Ledger, every show
Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.
shows 
every show 44 of 44
Balfour: Cursor overtook GitHub Copilot's market share in under nine months
“And so it's amazing to see something like cursor overtake market share of something like GitHub co-pilot in nine months or less, right? Like that, that's how fast it happened.”
Balfour: Retention data shows ChatGPT leveling off significantly higher than AI competitors
“The data that DD published clearly showed that both the retention curves which I know you and I have both written about at, you know, at exhaustion level off at significant portions higher than all the other platforms. As well as those retention curves have be…”
Balfour: OpenAI job postings signal an imminent third-party agent platform launch
“There's all sorts of signals that They're about to launch a third party platform. They've been hiring for a bunch of roles. I've seen multiple postings on like product manager, engineering roles, all that kind of stuff for, you know, quote unquote agent platfo…”
HubSpot funded internal product bets using VC-style seed and Series A rounds
“The philosophy behind it was, okay, we are going to start with multiple bets. We are going to treat each one of these bets like a new venture investment. We are going to seed fund this. And so they like made us come and they would pitch for our seed funding fo…”
Balfour: LinkedIn boosted then throttled organic profile reach to drive ad spend
“And then they recently just did this with personal profiles too, which is they really boosted distribution for individuals to create content for that platform. They then introduced the thought leader ad format, a way to monetize those in those individual posts…”
Balfour: ChatGPT has at least 10x the monthly active users of Claude
“I think ChatGPT at this point has Like at least a 10 X difference on MAU.”
Balfour: Udemy slashed creator revenue share from 80% to 15-20%
“When they started their rev share to creators was something like. 80% to creators. They started very high and that would, that brought on all the course creators, got their whole marketplace going, like so on and so forth. I believe it was about a year ago. Th…”
Balfour: Cursor is on track to launch a developer agent platform
“Cursor is very clear, like cursor's on the path to also probably create some type of agent platform, right? For developers. So that'll be like a smaller ecosystem to play in for some products.”
Balfour: OpenAI will launch ChatGPT platform with 10 to 20 preferred partners
“What I would expect to see play out next is that they will They will either launch, they will announce the platform or what they're going to announce with preferred partners, or what they're going to announce versus is basically a set of preferred partners, th…”
Balfour: HubSpot has never missed earnings since its IPO
“They have not missed a earnings since they went public, which was like eight years ago. I don't know if most people that they have never missed in earnings, the perfect record as far as I know.”
Balfour: Twitter daily active users will stay flat at 250M
“Yeah, I chose, they're flat. I think Twitter's flat, two fifty million.”
Balfour: Facebook was one-fourth MySpace's size when launching its platform
“And so at the time they launched their platform, I think they were maybe like one fourth, one fifth the size of, you know, something like my space or even friends or orchid, like some of these are some of the names.”
Balfour: HubSpot Scaled to Multi-Product by Seeding Multiple Constrained Bets
“When we went from one product to multi product at HubSpot, we seeded multiple bets at once. And only like a couple of them ended up making it through the filter, which ended up being the CRM and the sales tool as part of that. And then there was projects we en…”