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 2 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
Robinson: Expansion masking 50% logo churn requires an enormous TAM
“I think like a 50% gross. That has enough expansion to still be positive is kind of fake. You know what I mean? Like low logo retention, but like an expansion dynamic, like that, that, that doesn't really, I mean, I think MailChimp probably had that, but also …”