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 5 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
Very few PLG companies outside of DevOps have truly broken out
“There really aren't many successful PLG companies outside of like the DevOps ones like Datadog and Atlassian that have actually really broken out.”
Varanasi: Creating processes and tracking tools is not real work
“You put a process in place, you write a doc down, you talk about how to do the work. You talk about how to set up your tracking system on like, you know, Atlassian or linear or whatever. Doing all that feels like real work. I just don't think it's real work at…”
Atlassian had a much shorter route to CIOs than Asana did
“The edge that they had was eventually the route to the CIO, the CTO to then just, all right, let's just Deploy this across the whole organization. That path is very short. Whereas for many PLG companies like us on the distance was really long.”
Attempting to build a better Jira is like trying to replace Salesforce
“I think a lot of companies are trying to be like the better version of Jira. To me, that's like being the better version of Salesforce. It's going to be really hard to do and replace.”
Jay: Infrastructure and developer PLG tools convert directly to enterprise deals
“If I think about certain dev ops tools, think about like a data dog or the infrastructure layer, the PLG traction Directly leads to an enterprise deal, right? A small team of engineers evaluate the products. They decide Datadog is the right product to go with.…”