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 4 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
Calacanis: Slack's percentage growth rate inside Salesforce matched its independent growth rate
“And if you look at Slack itself, it's still growing the same percentage growth it did inside of Salesforce that it did as an independent company. So it's growing at a similar pace.”
Sacks: Salesforce net new ARR dropped two-thirds quarter-over-quarter in late 2022
“Basically their net new ARR that they just added in the previous quarter dropped two thirds compared to the previous quarter, but because their sales and marketing spend was the same as the previous quarter, it exploded their CAC payback, which means the amoun…”
Calacanis: Salesforce bought a retreat center to combat remote work isolation
“Salesforce just bought a retreat syndrome, and we saw this south of the city the Bay Area, and because Benioff's got a concern, I guess, that all these employees he hired over two years who've never met another Salesforce employee are getting weird and lonely,…”
Calacanis: Salesforce’s $27.7B Slack deal is highest SaaS acquisition price
“Salesforce in a record transaction for a SaaS company, I think it's the highest ever paid for a SaaS company, twenty seven billion dollars, 27.7 billion dollars for Slack, which has only been public for just over a year, I think.”