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
Gross: Vimeo Is Not Seeing AI-Driven Headcount Disruption Yet
“I'm not connecting those dots yet. I I'm not seeing that. I'm not saying it doesn't happen. I'm just not seeing that from where we sit.”
Gross: Vimeo switched from Zoom to Google Meet to cut costs
“You switched from zoom to Google me, which we did.”
Vimeo shifts strategy to reinvest heavily in its free product tier
“We made a very explicit strategy in the past couple months. To reemphasize and reinvest in free.”
Gross: Niche video creators are building $100M subscription businesses
“I meet with these folks all the time and they are building a hundred million dollar businesses, selling subscriptions to whatever specialty content that they have.”
Gross: Vimeo spends too much money on internal SaaS tooling
“And I think we spend too much on SaaS. So that's a, there's a lot of, it's a remarkable, we're a thousand person organization, four hundred million revenue. It is remarkable how many effing tools we”
Lemkin: Public SaaS shifted to 15-20% operating margins in 18 months
“Everyone, every public company two years ago had -10, I don't know what Vimeo's was, -12 operating margins. In 18 months, they went to 15 or 20.”