The Ledger

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why aren't all 1 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

Assertion Not yet assessed · timeframe Dec 2025
Lemkin: PagerDuty trades at 2x revenue with flat customer count for four years
“Pager duty missed its last quarter. Pager duty is doing just across five hundred million in ARR. It's worth one billion dollars, two times revenue. Now there's a bunch of things that happened there, but they, their customer count is flat, 15,000 something cust…”
Jason Lemkin Dec 17, 2025 ▶ 38:04 AI and the Death of the 2021 Sales Playbook with SaaStr CEO and Founder Jason Lemkin
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