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
Jindal: Arize uses Cursor over BigQuery to eliminate internal data analysts
“Even in my current company all our systems data, like Salesforce, HubSpot, and everything even Gong data, we actually put into BigQuery, you know, every data, and then we have we have cursor sitting on top of BigQuery, and if anything I want, I just ask cursor…”
Dodda: Multiple Indian cross-border SaaS companies will reach Salesforce scale
“Yeah, I mean, I'm sure there's gonna be a lot of cross border SaaS companies with India roots that will happen and that will be large businesses, like the HubSpot or the Salesforce of the world. I think I'm sure you will see a lot, we'll see a lot more of this…”
Nadhani: Growing startups using Linear will eventually migrate to Jira
“My hunch is at some point when they grow large enough, not the not linear, but the companies and they need more processes, they will have to sort of move up. Like people move from HubSpot to Salesforce”
Mayya: Classplus lacks the software integrations required for international markets
“Classplus is not suited for the international world, right? For example, a lot of the international teachers will want their audience to be on HubSpot. They'll want, you know, some CRM integration, right? They'll want it to be on Zapier. Which Classplus doesn'…”
Sahai: Shared data across multi-product SaaS makes platforms hard to displace
“And if we again have a platform strategy, if we can have the underlying data under all those sales, service, marketing, content, be a common data set, then we become a lot more difficult to displace.”
Soni: Unusual Ventures led $10M Series A at $38M valuation
“They put seven and a half in that round... At thirty eight million post money. In that round, we raised about 10, so they put in seven and a half, then our ProRata investors put in some money. We brought in a bunch of angels in that round, and those were, like…”