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 20 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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
Lemkin: DocuSign fired its CEO after losing Facebook deal to EchoSign
“The fifth CEO got fired in part because they lost Facebook to us. And Facebook was even back then was pretty big and they thought they'd already commit. They already did a commit to the board that they were committing this huge deal to Facebook and we won it.”
Bedecarre: Apple, Meta, Salesforce, and Slack back in offices by April 2022
“Big tech, you know, that Apple, Salesforce, Facebook, Meta you know, Slack all of these companies are kind of targeting over the next couple months, but by April, they will all be back.”
Early-stage startups over-invest in refactoring before securing market traction
“I think a lot of early companies do too much refactoring and too much perfecting of the architecture. Being successful in the marketplace and getting momentum with customers can make up for a lot of sense. And give you a lot of time and effort and flexibility …”
Stebbings: Pedigreed tech founders can raise $5M at $20M without pre-seed
“I don't think pre-seed actually exists anymore, bluntly, for the majority well, not for the majority, but for a lot of founders, whereby if you come out of a top Facebook, Twitter, Datadog, Slack, you name it, you can raise, you know, three to five on 20 like …”
Bansal: Only about ten companies globally excel at software delivery and CI/CD
“There are only, like, maybe 10 companies in the world who are very good in software delivery, where, like, you know, CI, CD, software delivery, their shipping code very fast, and these are, like, your Googles, and Facebooks, and Amazons, and Netflix, and they …”
Beri: Big tech companies are bureaucratic and reorg every 6-9 months
“They're actually fairly bureaucratic and they reorg every six to nine months.”
Grace: Big-tech PMs often fail at early-stage startups
“I have seen just hard fails from people who kind of like have that Silicon Valley passport that you're looking for. Oh, three years at Google, and then four years at Facebook. Fantastic. Not for your 20% startup. That person, especially people from Facebook th…”
Gross: Complex big data and ML stacks will deploy in 10 minutes
“By the end of the year, your developers are going to be able to stand up a stack that does this in 10 minutes. Because you're just going to consume all these things as a service. And we're going to see a rapid and dramatic commoditization in the data nature of…”
Nahigian: Meta Captured More Mobile Value than AT&T and Verizon Combined
“Meta was not a mobile company. It wasn't built as a mobile company. They captured more value from mobile than AT&T, Verizon, et cetera, combined, right? Just Meta.”
Lemkin: Shortcuts and unmoderated Slack channels fail at community building
“Everyone tries to take shortcuts in community and buy a piece of software and tell people to sign up for a website or join a circle or a Facebook group. That certainly doesn't seem to work, right? Or join our Slack channel that no one moderates. You gotta go a…”
Bedecarre: Google and Meta expect most employees in office a few days weekly
“Even companies as big as, you know, Google and Meta are expecting the vast majority of their employees to come at least a few days a week.”
Senkut: Google and Facebook struggled with global payment complexity for a decade
“But then I found out that even companies like Google and Facebook were having challenges, 1015 years after their founding in certain countries in the world, dealing with complexity.”
Beri: Facebook Releases Its Enterprise Product Updates Every Hour
“You look at Facebook, even their enterprise product, they release every hour.”
Beri: Big data is often useless to enterprises lacking tech talent
“So having this amount of data while maybe useful for Facebook and Google and maybe not useful for us In that context is definitely not useful in many cases for an enterprise because they don't have, if you're an enterprise, and I'm talking about enterprise, wh…”
Lemkin: Monday.com Found Early Scale in Insurance, Church, and Construction Verticals
“They built a horizontal platform at Monday, but once they started doing Facebook marketing, they found that insurance, churches construction were the ones that performed, so they leaned the hell in, right?”
Building 79 features for PayPal unlocked Google and Amazon sales
“Luckily, Alfonso decided to take the UX researcher persona, which was the PayPal option, and, you know, built, I believe, 79 of those features, and that enabled the team to go and sell the same proposition to people like Google, Facebook, Amazon, eBay.”
Julien Codorniou helped Pigment unlock its initial customer logos
“Julien Codornio from Facebook that helped a lot, you know, with his network of companies to unlock obviously the first logos.”
Bedecarre: Big tech leased 18.4M square feet of office space during pandemic
“Our data shows 18.4 million square feet of leases by big tech, Amazon, you know Facebook, Google, Microsoft, Microsoft, et cetera. That's 312 football fields of offices in the US for office.”