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
Desai: DevTools companies cannot succeed by packaging mediocre products
“Means if you take a VMware or any other enterprise company, they package it up. It's all good enough. We'll be number two, number three. Distribution, ELAs, life is good whether it gets used or not. Can't afford to do that. If you are in the developer land, I …”
Desai: The 2020s is the decade of data and developers
“This is the decade for data and developers, the one we are in. The prior decade was cloud and SaaS, and the one before that was software-defined everything.”
Desai: Product marketing initially owned pricing and packaging at VMware
“Pricing and packaging was done by product marketing at VMware initially. Everyone was technical. They understood the product. They could actually You know, demo and sell the product, which helps. Some of the same principles we're using now at Sentry which is y…”
Desai: Multi-product companies should sell committed dollar pools instead of individual SKUs
“As you go to multi-product, instead of trying to sell skew by skew by skew, death by skews, you could just say, Committing a certain amount of dollars, which is called Cloud Commit Now and everything else, right? But this idea that you're committing a pool of …”
Desai: Software packaging works best when the lowest tier delivers strong value
“So this general idea of, can your lowest package deliver the best value, right, at the right price point? And then you layer in additional functionality to create like a three tier package, which now everybody talks about, Hey, you offer small, medium, large, …”