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
Arvatz: Build the UI and do backend work manually before automating
“That's what we did because we said, okay, we want to start engagement. We want to start selling. It will take us time to build a software. Let's in the meantime, build a UI. We'll do it manually behind the scenes. We'll learn how to do it right through the man…”
Arvatz: Only fake backend workflows if they are automatable within four months
“I would only do something manually. If I know I can automate within three, four months, I wouldn't do something manually that I know it will take me at least a year to automate, which is something we did in insights and eventually it slowed us down.”
Arvatz forfeited most of his IntSights earnout holdback to start PointFive
“Yes, we actually had, like two and a half like retention period, ok? And we gave most of the holdback, ok, to go and start .5.”
Arvatz: Exiting IntSights for $335M was a demotivating anti-climax
“The minute we sold the company, it was a complete anti-climax experience because for me suddenly, okay, it's not yours anymore. You don't have the responsibility anymore of like making the company work. And just like, you know, the motivation energy goes a bit…”
Glilot backed IntSights without a pitch deck due to prior sector diligence
“And we were lucky that Glilot in specific, they knew about our space. And they almost made an investment in our space a few months earlier. So they knew the space very well. We didn't have to convince them about the space and that's what made it possible.”