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
Parr: Tech incumbents, not startups, will capture most AI value creation
“The vast majority of value creation is going to be by big companies just getting bigger. I just think that it's much easier for Salesforce to get more efficient and launch new features than it is a new company, or at least picking those new companies very hard…”
Walling: First-Time Non-Technical Founders Should Build Plugins Before Full SaaS
“If you're, if you are non-technical and you've never started a startup before, I would say don't build a SaaS app. It's too hard. Like go, I have this thing called the stair-step approach to bootstrapping, which is like start small with like a WordPress plugin…”
Walling: Platform-dependent SaaS businesses fetch lower exit multiples
“Like, if you go to sell a SaaS company and you're solely built on top of a platform, you sell for a lower multiple than if you were on your own.”
Puri: Tech Giants Took Nearly $1B in SF Lease Write-Downs Post-COVID
“There's two hundred million dollars of real estate impairments in the past year since COVID. It's almost a billion if you add in the lease related write downs from large companies like Salesforce, Dropbox, Uber, PayPal, Zendesk, just getting rid of their real …”
Enterprise systems of record achieve defensibility because data migration is painful
“Ripping and replacing software is so painful, and it's incredibly hard to get people to do it. You've already trained your team on it. It has all of your information and data sitting in that system. It's just really hard to rip something out when it's there, w…”
Puri: Frictionless software wins when unconventional app platforms reach critical mass
“Like, once these platforms reach a critical mass, somebody's gonna build something that's frictionless on top of it that is able to generate revenue. So I think there's money to be made in the unconventional app platforms that you don't really think about firs…”
Shuffle pays a niche iGaming CRM $10k monthly over using Salesforce
“So right now, like we're making a decision and we're going to go with some Other smaller couple. We're not going with Salesforce. We're going with this other one. They're going to get out, you know, 10 grand a month or whatever. Because they're specifically fo…”
Smith: Companies Would Pay for Competitor Job Posting Intelligence
“I also think that companies would pay for this, right? As in like, Companies that have competitors want to know what their competitors are doing, and so, like, we're launching something at HubSpot soon, and I've already gotten an email from someone who works a…”