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 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
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 …”
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…”
Bansal: 90% of Harness's competition is companies building internal tools
“The interesting thing is like, you know, the, our competition about 90% of the time is people building it themselves, right? So we are, you know, so it's because they were not really good products to do this.”
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…”
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…”
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 …”