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 3 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

Assertion Partly supported
Lemkin: Customer Support SaaS Platforms Are Converging on Per-Resolution Pricing
“Even in this sort of odd per resolution model in, in post sales support. I think everyone, Zendesk, intercom, customer, gorgeous, dial, even dial pad, even in other areas, I think they all converging on the same model.”
Jason Lemkin Nov 4, 2024 ▶ 42:56 What Really Matters in SaaS in 2025 with Jason Lemkin and Dave Kellogg
Prediction Partly held up
Nahigian: Gorgias aims to automate 50% of merchant interactions within 12 months
“Initially it started to automate seven percent of tickets. It's gotten up to 18% today. They think within the next six to 12 months they'll be able to automate 50% of the back and forth interactions between e-commerce merchants and their end customers.”
TJ Nahigian Mar 1, 2024 ▶ 25:38 6 Questions Founders Should Ask Themselves to Drive Value from Generative AI with Base10 Partners
Assertion Partly supported
Lemkin: Gorgias recently crossed $50M ARR
“And they just published their revenue last week. So I can share it. They just crossed fifty million ARR.”
Jason Lemkin Dec 28, 2023 ▶ 12:08 Is AI the Only Thing in SaaS that Anyone Cares About Anymore? AMA Part 1 w/ SaaStr CEO Jason Lemkin
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