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 4 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
Kayyal: Salesforce Ventures Prefers 70-80% Growth Over Low-Burn 20-30% Growth
“If a company had you know, a bit of a, sort of, was loss making, but was able to drive 70, 80% growth, then we could see a path to profitability. We would get more excited about that than a company that was growing kind of 20 or 30% you know, let's say it's su…”
D'Onofrio: Cloud 100 aggregate valuation dropped 11% year-over-year to $659 billion
“This year for the first year,
The aggregate value of the Cloud 100 actually decreased year over year by 11%, still to a phenomenal 650, fifty nine billion dollars.”
Kayyal: Top SaaS Companies Raised Extra Rounds, Leaving Them Out of Market
“The best SaaS companies over the last couple of years have probably raised one extra round that they needed. And so in our portfolio, the best companies just aren't really in the market.”
Kayyal: Salesforce listed a $6B TAM in its 2004 IPO filing
“When Salesforce went public in our S-one, our TAM listed was six billion in 2004. That was what we said the TAM was for Salesforce. You know, Jason called it out. It's now a thirty billion revenue company. You look at the TAM, you know, over three hundred bill…”