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 17 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
Beri: Salespeople at Cisco are farmers, disqualified from Netskope hiring
“They're not the people who work at Cisco, any of those companies now. If they work there, they're pretty much disqualified from being the type of people that we want, because they're not going to be hunters, they're going to be farmers.”
Beri: Chief Security Officers Are the Biggest Bottleneck to Cloud Adoption
“The biggest bottleneck nowadays to adoption of cloud in most enterprises is actually the chief security officer, and so we give him or her what they need to say yes to enabling the cloud.”
Beri: Netskope Refused Acquisition Talks Despite Rivals Selling for $800M
“So when everybody came calling, we said, look,
Thank you, but no, we're not interested, not even interested in talking, right? The last company in our space was acquired for close to eight hundred million, and we said, look, we're not even interested in talki…”
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.”
Beri: Netskope expanded to Bangalore for domain talent, not cost savings
“We only have two development offices, Los Altos and Bangalore, was that we didn't go there for cost. We went there because there were specific talent that we knew we could get in a specific domain”
Beri: Early startup hires should strictly be product builders, not sales
“When you pick people in the beginning of your company, you're actually finding people who actually build a product, right? You're not looking for sales, you're not looking for marketing, and so the first thing is you're looking for great architects, engineers,…”
Beri: Board members must not pontificate using 20-year-old playbooks
“One of the most important quote hires you make is obviously your investor, or your board member, and just like you would hire maybe your 100th, your 400th, or your 1000th person, you want to obviously have the frame of what your culture, your company is, and s…”
Beri: Netskope's co-founders all stepped down into individual contributor roles
“They're here today they're still sort of the product leaders of our company over time, they changed their roles. They're not managers, not leaders, they're individuals, but because of their cultural fit, as they grew, they were savvy enough to realize that, lo…”
Hamid: Netskope presents all-hands decks to employees before board meetings
“The board meeting slides are actually all hand slides, and then you add a few more slides to the all hand slides. So the company's seen everything before actually the board's seen it.”
Beri: Netskope captured 25% of Fortune 100 in four years
“You said you have 25% of the Fortune 100? Yeah. Right? And in four years of selling or so? Yeah, we just finished our fourth year.”
Beri: Sales channels take margin in year one before driving leverage
“In the first year, you feed your channel. They don't do anything. They don't, they basically take 10 or 15 points off every deal. But after the first year, they bring you business. And now, instead of having, you know, a 150 or 200 salespeople, you have 2000 s…”
Lemkin: Netskope is growing over 30% at $500M in revenue
“Netscope, which is sure that are just put out a press release yesterday, they're growing over 30% at five hundred million in revenue.”
Beri: Netskope will never have private offices for executives
“Nobody has an office, not allowed, no doors everybody's, I sit amidst everybody and so one, we don't have that. We won't. We're not gonna have any offices, ever.”
Beri: Netskope communicates via Slack ahead of board meetings
“We've kept our board very small. It's very open, ah, the board meeting, by the time we have a board meeting, everybody knows roughly what's going on. We're texting beforehand using Slack, ah, you know, all the rest”
Beri: Netskope signed first Fortune 100 clients on $5.5M round
“We did our first round with Mamoon, and we took, you know, five and a half million, right? And we got our first cup of Fortune 100 through that”