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
Lemkin: Twilio's growth rebounded to over 20% due to AI agent APIs
“And to me, Twilio is another example. It almost died. It's growing four percent. Now it's growing over 20% because the API worked with agents.”
Deeter: Stripe and Adyen will be multi-billion dollar successors
“Companies like Stripe and Adyen will certainly be multi-billion dollar successors.”
Lawson: Twilio has never killed or deprecated an API it built
“We've killed the teams, but maintain the products. So we find another home internally for the product to live. We have never killed an API that we've ever built.”
Lemkin: Twilio's Growth Accelerated to 20% Over 18 Months Due to AI
“They're using Twilio's APIs, and boom, growth goes from four percent, or six, to 20% in 18 months. That's an epic turnaround for a public company at this scale.”
Dietrich: Atlassian and Twilio enterprise sales teams are farmers, not hunters
“Atlassian has an upsell, cross-sell enterprise sales organization that's not hunters. It's all farmers, and Sarah was talking about that. The Twilio sales group is farmers.”
Varney: Twilio operated for 11 years without a formal sales organization
“So our joke at Twilio is that we're a fourteen-year-old company with a three-year-old sales organization and up until very recently, we were almost a hundred percent of self-service and product-led growth motion.”
D'Onofrio: Twilio averaged over 60% annual revenue growth since IPO
“And instead, Twilio has grown an average of over 60% since IPO with more growth runway to come.”
Ferrara: Twilio achieved an 8.1 GRIT score driven by 160% net retention
“They had a 160% annual net retention. They were growing at around 300% per year when they were at this scale. And so with 200, ah, two years of cash in the bank and a 1.5 X efficiency score, their grit score was 8.1, which was, ah, which was very strong.”