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
Foster: Pure-software AI SOC companies will fail pivoting to services
“I think most of the other AI SOC software companies are going to end up either trying to become services companies, which they're going to fail miserably at because they've never actually built or run services companies. And guess what? It's way harder than yo…”
Foster: Tenex engineers ship more code quarterly than during hyperscaler careers
“What we've hired a huge amount of hyperscaler software engineers. It's one of our big differentiators over the rest of our competitors in the managed security services industry is like I've invested in these world-class software engineers that none of my compe…”
Foster: Tenex on track to reach $43M revenue in year one
“We're going to close this first year. It's still a little bit of time left, but we'll probably land this first year, call it forty three million in revenue.”
Srugo: Tenex Grew From Zero to $40M ARR in One Year
“So if you look at Tenex growing from zero to forty million ARR in one year, which is insane. It's literally on a track to be like the next whiz.”
Foster: Tenex contracted top-5 financial firm in under 60 days
“We went from first contact to them to contracting in less than 60 days. From the first time we met with them to a signed contract in less than 60 days”
Foster: Half of Tenex's first 10 customers were Fortune 500 companies
“The vast majority of our first customers were all global 2000. You know, our first 10 customers, half of them were publicly traded fortune 500 companies.”
Foster: Tenex customer ASPs cluster around $500k and $100k ARR
“One big cluster sitting right around 500 K and there's one big cluster sitting right around a hundred K and it's a, you know, double bell curve.”
Foster: Tenex revenue is 40% outbound, 40% channel, and 20% inbound
“We are probably a third of our business is like direct outbound sales. About a third of our business comes through the channel where we've got other partners bringing us and then about a third, and it's actually probably more like 20%. So if you looked at it, …”