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 8 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
Lorenc: Chainguard has never used a pitch deck for fundraising
“We've never done a pitch deck even for the later rounds.”
Lorenc: Operating in stealth mode unnecessarily limits customer intros and investor interest
“The one thing I never understood is like the whole stealth thing of like, we're just not going to tell anybody what we're working on. It's like, I don't know why you do that. You know, if you're out there, people hear about you, they talk about you get more in…”
Lorenc: Customers rejected Chainguard Enforce because it made developer jobs harder
“Nobody wanted to roll this thing out because it made developers jobs harder. And it was like, that's kind of the entire point is making jobs harder. Of course, nobody wants to roll this thing out.”
Lorenc: Chainguard hired 10 to 15 people before finding PMF
“I think our team, yeah, we grew up let's say, 10 or 15, somewhere in that range. Mostly engineering product that kind of thing.”
Lorenc: Chainguard's average contract value is $225,000 to $250,000
“Probably two 25, two 50, somewhere around there.”
Lorenc: Chainguard reached $1M ARR on Enforce before stalling
“About a million ARR on that product.”