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

Prediction Partly held up
Lemkin: Algolia crossed $200M in revenue and will IPO next year
“Second one, Algolia, worth three billion, doing over two hundred million, we'll IPO next year.”
Jason Lemkin Oct 25, 2023 ▶ 18:47 What SaaStr CEO and Founder Jason Lemkin Really Thinks About AI, Sales & Lead Gen In 2024
Prediction Didn’t hold up
Lemkin: Algolia, Talkdesk, Greenhouse, or SalesLoft will likely IPO in 2024
“We had a panel of Algolia, Talkdisk, Greenhouse, and I think SalesLoft, they're all at two hundred million and at least three of them, I think, will IPO next year.”
Jason Lemkin Oct 3, 2023 ▶ 17:11 2024 SaaS Landscape: Why 2024 Could be Pretty Darn Good for SaaS IPOs with SaaStr CEO Jason Lemkin
Assertion Partly supported
Lemkin: Algolia crossed $100M in revenue with growth accelerating at 60%
“And they just crossed a hundred million accelerating, okay, at about 60% growth.”
Jason Lemkin Sep 17, 2021 ▶ 20:24 Nick Mehta CEO Gainsight + Jason Lemkin CEO SaaStr on "The Latest in Leveling Up Customer Success"
Assertion Partly supported
Cloud infrastructure in 2012 lacked the hardware required for search engines
“Like search engines are very intensive in terms of CPU, SSD, memory, so we had to pretty much select a very specific machine, very specific hardware, to make sure we have the best performance of the market. None of that was available on cloud infrastructure at…”
Julian Lemoine Oct 16, 2019 ▶ 5:35 Founder's Guide to Scaling Applications: When to Build, When to Buy and What Breaks
Assertion Partly supported
Lemkin: All four panelists from a 2015 SaaStr session became SaaS unicorns
“You did a panel you did it with three entrepreneurs on, that were at a million in ARR, and all four of you are unicorns and decacorns. So it's interesting. It was you, Tiago from TalkDesk, Nicholas from Algolia, and Daniel from Greenhouse, and all were growing…”
Jason Lemkin Sep 17, 2021 ▶ 1:00 Nick Mehta CEO Gainsight + Jason Lemkin CEO SaaStr on "The Latest in Leveling Up Customer Success"
Assertion Supported
AWS Route 53 supported only 7 of Algolia's 12 regions in 2014
“Like we had at the moment of the launch, 12 regions. Amazon was covering only seven of them. So we were not able to do the geo routing for all our customers, all our region.”
Julian Lemoine Oct 16, 2019 ▶ 10:22 Founder's Guide to Scaling Applications: When to Build, When to Buy and What Breaks
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