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 9 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
Cramer: Sentry targets every customer of rival startups reaching $10M ARR
“If you get, I don't know, say your ten million in revenue, we will come after every logo you have. We haven't done it that much, but we have gone after two companies, and they basically don't exist anymore.”
Cramer: Sentry refused Uber's lucrative enterprise contract to avoid on-premise software
“Uber actually did pay for a year for a support contract. And it was a lot of money. It was a big, big contract for us. And we did, we chose to not renew it. And I'm like, I don't want to be in that business. I don't want to sell on-prem software. I don't want …”
Cramer: Tracking startup adoption matters more than daily revenue or sales forecasts
“I actually, I could not tell you any of the day of the week, how much money we make. I can give you rough ballpark numbers of how many customers we have, and if we are growing net customers or not, and I can probably tell you we're probably missing sales forec…”
Cramer: Sentry deprioritizes Java and .NET because new projects avoid them
“Even today, I will tell you at the company, we deprioritize things like Java or .NET as a technology stack, because most companies are not starting a new project with Java or .NET or a bunch of these old languages, right? Doesn't mean they're not valuable and …”
Cramer: Sentry ran a billboard campaign mocking corporate CEOs
“We have this open source pledge thing. You can kind of figure out that we ran it, but, like, we put up billboards with these funny-looking faces on them that, like, made fun of CEOs and stuff, and it's like, activism.”
Cramer: Sentry lacks product-market fit beyond its core error monitoring product
“We have some stuff that looks promising, but like I would not claim we have product market fit on, on the rest of our suite yet.”
Cramer: Why he gave up board control and hired his own replacements
“I gave up board control. I hired a CEO to take my job. I hired a CTO to take my job.”
Cramer: FedRAMP and China expansion are among Sentry's lowest roadmap priorities
“FedRAMP will be one of the last things we ever do, or maybe China, one of these really nuanced, complicated things to pull off that takes lots of resourcing, last thing we'll ever do, because one, the bucket of customers is smaller, not the dollars of customer…”