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 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

Assertion Supported
Dholakia: Accenture made $3 for every $1 of SAP software sold
“Accenture made three dollars for every dollar that SAP sold in software because there was so much to do around change management.”
Sameer Dholakia Oct 11, 2024 ▶ 24:58 State of the Cloud: The Cloud AI Era with Bessemer Venture Partners
Assertion Supported
Nottebohm: Top-down sales drove most software companies to $5B revenue
“By the way, this is how SAP and Salesforce made it all the way up and over to the five billion mark, and if you remember that list, the majority of the companies who got to five billion actually got there this way.”
Olivia Nottebohm Oct 20, 2021 ▶ 3:41 How Community-Led Growth Drives Product-Led Growth with Notion CRO, Olivia Nottebohm
Assertion Contradicted
Smith: Qualtrics grew 47% to $500M in sales prior to SAP deal
“I mean, we grew up 47% last year, five hundred million in sales.”
Ryan Smith Feb 17, 2019 ▶ 21:36 The Things Nobody Tells You About An $8B Acquisition with Ryan Smith from Qualtrics
Assertion Contradicted
Qualtrics had one-third services revenue in its $8B SAP acquisition
“Qualtrics went public, and also before they went public, they sold to SAP for eight billion dollars, and, you know, when they, when you look at their S-one they were about to go public before they got bought. They actually had a third of the revenue was servic…”
Alfonso de la Nuez Sep 13, 2022 ▶ 20:27 10 Lessons Learned Along the Path to $100M ARR | UserZoom's CEO and CMO | SaaStr Software Community
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