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 6 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.”
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.”
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.”