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
Bansal: Second-time founders cannot just rehire former stars for early startups
“Most of those people, you know, it's great that they've been now, you know, significantly you know, grown in their careers and where they are in their journeys and work. So for them to come into a very early startup, you know, many times doesn't make sense. Li…”
Jyoti Bansal Apr 29, 2021 ▶ 14:46 Building a Second Unicorn: A Deep Dive with Harness and AppDynamics Founder Jyoti Bansal
Assertion Not checkable as stated
Bansal: Board management dropped from 20-30% of time to 1-2% at Harness
“I spent a lot of time managing our board and industries. Like maybe about 20 to 30% of my time would go in there. We had, you know, All sorts of investors who needed just a lot of management. Doing it second time at Harness, it's much easier. I spend maybe one…”
Jyoti Bansal Apr 29, 2021 ▶ 8:01 Building a Second Unicorn: A Deep Dive with Harness and AppDynamics Founder Jyoti Bansal
Disclosure
Bansal: Harness gets 40% of revenue from SMB/mid-market vs AppDynamics's 5%
“So at Harness, we do it differently that, you know, we look at like, you know, 40% of our business comes from SMB mid-market and 60% comes from large enterprise. You know, at AppDynamics, it was 95% coming from large enterprise and, you know, very small part w…”
Jyoti Bansal Apr 29, 2021 ▶ 38:57 Building a Second Unicorn: A Deep Dive with Harness and AppDynamics Founder Jyoti Bansal
Insight
Bansal: Finding product-market fit is just as hard for second-time founders
“The finding the product market fit is still the same iterative process. Like, you know, we had to pivot at harness as well. We have to do like, you know, some of the assumptions were wrong and you have to pivot and correct goals and, you know, iterate through …”
Jyoti Bansal Apr 29, 2021 ▶ 13:33 Building a Second Unicorn: A Deep Dive with Harness and AppDynamics Founder Jyoti Bansal
Assertion Supported
Bansal: AppDynamics was a year behind the market in mobile APM
“So the mobile APM, we were at least a year behind in market at Appdynamics because we were, you know you know, we were just not paying attention enough to it, right? And then we had to catch up and like build a good mobile APM you know, for mobile apps a year …”
Jyoti Bansal Apr 29, 2021 ▶ 29:23 Building a Second Unicorn: A Deep Dive with Harness and AppDynamics Founder Jyoti Bansal
Assertion Not checkable as stated
Bansal: 20 VCs rejected AppDynamics before its initial funding
“I pitched about 20 VCs, you know, who rejected me before I got any funding for Abdanos.”
Jyoti Bansal Apr 29, 2021 ▶ 6:43 Building a Second Unicorn: A Deep Dive with Harness and AppDynamics Founder Jyoti Bansal
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