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 14 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
Anderson: Filevine refuses to sell to customers who reject AI products
“We no longer sell to customers who won't buy the AI products.”
Anderson: Filevine killed open APIs to gate AI competitors from data
“We have moved from open API access To personal access tokens, we know exactly who's accessing our API. We know exactly what they're doing. We know how they're using the API. We know how often they're using the API. They can't get at it without our express perm…”
Anderson: AI transformation requires dismantling working, revenue-generating codebases
“Literally large components of your code base, not all of it, of course, but meaningful components of your code base that work today. That make you money will have to be torn down.”
Anderson: Wrapping third-party AI APIs will not cut it by 2026
“If you are going to build an AI application today, you can't simply say, hey, we've got all these APIs. OpenAI has APIs. Done. We'll connect them. We've got an AI application. That is not going to cut it in 2026. To be AI native, actually have to change the ar…”
Anderson: Filevine makes more revenue from usage-based than subscription customers
“We get far more revenue from our usage-based pricing customers than we do from our traditional subscription-based customers.”
Anderson: Filevine adds more new revenue from AI than legacy SaaS
“We are now doing far more revenue on a new quarter by quarter basis in AI products than in our SaaS product.”
Anderson: ML teams must own the data layer for competitive AI apps
“The ML team has to own that data layer. And when they do, I can tell you from personal experience, the AI applications you can build When you format it like this, dramatically better, dramatically more reliable, higher context, more complete, more accurate. Yo…”
Lemkin: Filevine Reached $3B Valuation Through AI Reacceleration
“Now it's worth three billion and it's accelerating.”
Anderson: Filevine will surpass $200M ARR growing at 50% to 60%
“We have 6000 customers, 700 employees, growing extremely fast. We will be kind of well above two hundred million dollars in ARR this year, growing above 50%, close to 60%.”
Anderson: Filevine holds 96% gross retention and 124% net revenue retention
“Filevine has almost 96% gross revenue retention, 124% net revenue retention.”
Anderson: Filevine forbids rolling out apps without audit trail logging
“We do not let our teams roll out applications beyond beta without audit trail logging to know exactly who's doing what with these applications.”
Anderson: Filevine's AI copilot usage grows 10% week over week
“This product, just this one product is growing in usage 10% week over week.”
Anderson: Filevine acquired AI startup Parrot to scale engineering talent
“We had an ML team. It was fledgling. Now we simply bought a company. You might have to go buy a company, and I realize that may not be an option for all of you, but we bought Parrot. It's an AI native company, and now we've merged the two teams, our traditiona…”