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 8 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
Dan Robinson: SaaS strategy is checkers, not chess
“SAS is checkers, not chess. You shouldn't be thinking of yourself as, like, a grand master of SAS. You should be thinking of this as, like, a kind of simple game with kind of simple rules, and it's more a question of executing them well and understanding the g…”
Lemkin: Public SaaS saw lowest historical growth in 2023 from marketing cuts
“Because we ended up with the lowest growth in the history of SAS this year in the public companies, the lowest growth ever, because we didn't spend on marketing.”
Gabrisko: Databricks solution architects write code and run pilots, not just demos
“I would say our SAs tend to be very technical. A lot of them can code, they can do POCs, they can do pilots. They're not just doing demos. And we expect our salespeople to understand the technology, not just be able to bring in the right resources.”
Most SaaS businesses missed their H1 2023 revenue targets
“We missed the revenue targets that we projected in like Q four of last year, where we thought we would perform in 20, 23. I think that's probably more common than not for SAS businesses in the first half of this year.”
Azam: SaaS Is the Most Powerful Way to Monetize Open Source
“SAS is the most powerful way to monetize open source”
PLG public companies grow at 35% versus 25% for traditional SaaS
“Faster growth rates. 35% versus 25% in SAS.”