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.

clear all ✕

why aren't all 6 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

Insight
Zima: Major Tech Platforms Do Not Care About Early-Stage Startups
“There are gigantic tech partners like Snowflake and Databricks and Google and Amazon. They don't care about you when you're two people or 10 people or whatever.”
Colin Zima Aug 10, 2026 ▶ 33:40 He lost his first 5 deals—built the next Looker, raised $250M | Omni
Insight
Woollen: BI tools and cloud warehouses are useless on their own
“Any of the products in this market are basically useless by themselves. So like, SIGMA is not useful unless you can connect it to a, something like a Snowflake or a Databricks. A Snowflake or a Databricks just by itself is not that useful. You need something t…”
Rob Woollen Jun 30, 2025 ▶ 20:36 He went 7 years with no revenue— then grew to $100M ARR. | Rob Woollen, Co-Founder of Sigma · PMF Show
Assertion Not publicly verifiable
Yoo: Snowflake was first to cross $1B in AWS Marketplace revenue
“You know, one of our customers, Snowflake, for example, they were the first to cross a billion dollars in just AWS marketplace revenue alone.”
Jon Yoo Mar 13, 2025 ▶ 12:31 Post-YC, he split with his co-founder—then grew profitably to $2M ARR with just 5 people. | Jon Y... · PMF Show
Assertion Not checkable as stated
Sigma built a spreadsheet-to-SQL prototype in three weeks for a Snowflake meeting
“And so, we once again threw away everything we'd done, and in essentially, I think about three weeks between the time we set the meeting, when we actually showed up there, we built a brand new interface, one that looks like a tiny part of our product right now…”
Rob Woollen Jun 30, 2025 ▶ 38:29 He went 7 years with no revenue— then grew to $100M ARR. | Rob Woollen, Co-Founder of Sigma · PMF Show
Assertion Not checkable as stated
Woollen: Cloud data warehouses traditionally locked data behind SQL and Python
“And our key insight was that companies increasingly move a large majority of their data into these large cloud data systems like a Snowflake or a Databricks or Google BigQuery. And those systems traditionally, you could really only access them directly if you …”
Rob Woollen Jun 30, 2025 ▶ 4:18 He went 7 years with no revenue— then grew to $100M ARR. | Rob Woollen, Co-Founder of Sigma · PMF Show
Assertion Supported
Lutsky: Shopify, Snowflake, and Figma run code reviews on Graphite
“Today we have companies like Shopify, Snowflake, Figma, many of the largest and fastest moving teams out there that that run their code review process and their outer loop on Graphite.”
Merrill Lutsky Jun 2, 2025 ▶ 9:43 He hit $1M ARR in 10 months—after doing of a full, 180 pivot. | Merrill Lutsky, Founder of Graphite · PMF Show
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