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 7 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
Better execution on Dropbox Paper could have prevented Notion's rise
“One can argue there if Dropbox paper Had, you know, maybe launched at a different time or a different way, there would be no notion, potentially.”
Notion would not exist if Evernote had executed on team-level value
“One can argue if they executed better, there would be no notion as well, right? But they just got stuck on the individual user value, and the team user value, like, they didn't really, it doesn't really, it didn't really resonate, right? The product didn't rea…”
Weiss: Next-gen product-led SaaS companies will reach $10B within a decade
“And then I think kind of the next generation of companies like notion air table and so on, you know, these companies are all early on in their life cycle. I think give it another decade. And I think, you know, the companies that are a billion or two billion mi…”
Asthana: Generic doc tools fail for APIs because syntax errors break execution
“If you're familiar with something like notion or Google docs, it has an abstraction for just a literal doc there, but that's not good enough when you're dealing with technical abstractions like APIs. APIs have a very specific language and one character is off.…”
Tantivi was the only search library to survive Braintrust's 100x benchmark
“There's one library called Tantivi, which is a Rust re-implementation of the Lucene search index, which is a very popular and well-regarded and used search technology. It's the technology behind Elasticsearch as well. And that was the only piece of code that w…”
Anand: Seat-based SaaS has an easier path from self-serve to enterprise
“I think that companies like Notion and Figma have a clearer path to going from self-serve to enterprise because it's seat-based. You're expanding from team to team. You can go to IT and you can make an easy, compelling case, and it's, and there's a lot of prec…”
Copplestone: Supabase ingests all communications and meetings into searchable AI warehouses
“Our attrition is extremely low, but the leaning into the async culture has helped because everything's written, everything's recorded, everything's captured in Slack or Notion, or one of our sales meetings is ingested into our warehouses, and this kind of solv…”