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 340 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 18 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
David Sacks: Expect widespread vendor consolidation as enterprise buyers cut costs
“We thought there were five or six different categories of, you know, sales enablement. They're all now trying to get into each other's business. And buyers are starting to sharpen their pencils and say, well, we just need one of these. And I think that's gonna…”
Thomas: Async workplace video will match consumer scale within ten years
“We think that over the next decade that Async video will be as big as it is in the consumer landscape at work.”
Lemkin: An unprecedented wave of SaaS IPOs will occur once markets reopen
“When things do open, when, if multiples do reflate a little bit, we will see this spring of public SaaS companies like we've never seen, right? There's a whole new wave.”
Browder: DoNotPay can reach 60M monthly visitors in 18 months via SEO
“I think in the next sort of 18 months, we can scale it to kind of sixty million using SEO.”
Liu: Classic top-down enterprise sales will become increasingly outdated
“I think that model is going to become increasingly, you know maybe not obsolete, but just It's gonna be increasingly outdated relative to this new you know, product-led approach”
Pepper: Most 2021-Funded Companies Should Eventually Grow into Valuations
“I think over time, given their large balance sheets, most of those companies should be able to grow into their valuation over time.”
Lemkin: Classic SF SaaS Companies Will Never Get Workers Back into Offices
“We're never not going to be distributed, right? We have learned these skills the hard way, And we're all global, and it's never going back, and there may be segments that go back fully to the office, and certainly in places like London and Europe, it's more co…”
Pepper: SaaS Valuations Will Fall in 2-4 Quarters as Founders Need Capital
“I think it's going to take two, three, four quarters. For those companies that raised in early or mid 20, 21 to need to come back and there will come a time where they need capital and the pendulum will swing from, you know, purely power on the part of founder…”
Pepper: LPs will allocate less to VC and prioritize re-ups
“Those marks are going to be tough in the next couple of quarters. So yes, I think like all of us, LPs are reassessing the environment, trying to figure out what to do, And my guess is that they'll do what many others are doing, which is retrench a bit. And my …”
Bedecarre: Companies Will Have More Physical Offices, Not Fewer
“A really interesting result of all this is that like, you know, companies are going to have more offices, not less.”
Brown: New tools will make virtual meetings superior to in-person
“I think also as we move towards the future of work, getting better and better, like all the tools that you're probably building will just make, ah, virtual, ah, meetings so much better than in person.”
Ghodsi: Multi-cloud support will be mandatory for enterprise software by 2023
“And I think this is a secular trend. So in a couple of years, I think it's going to be an absolute requirement. Like I don't want to, if your software only works on this cloud, I'm not sure I'm just going to be in this cloud.”
Deeter: Canva and other private cloud companies will cross $1B ARR
“There are private cloud companies that now have line of sight, or in Canva's case and a few others, will be crossing the billion dollar ARR mark while still private.”
Lemkin: Uniform global pay policies disappear by 50 to 100 employees
“Big companies are never going to pay everybody the same everywhere in the globe, at least the majority aren't. Some will, and more power to them, but most, most of that's going to go away by 50 or a hundred employees, right?”
Deeter: Cloud will become dominant delivery model for all software in 3 years
“And we do believe that within the next three years, cloud will become the dominant delivery model for all of software in this enabled cloud first world.”
Rozenfeld: Post-pandemic companies will not return to in-office customer support models
“I don't see people going back because I think Looking at how companies are operating, if you once thought that you couldn't be remote now that you're scrambling to do it at a scale of a hundred employees, or whether you're doing it on 5000 employees, or I just…”
Porter predicts the digital sales system of record will replace traditional CRMs.
“Companies will have a digital sales you know, application of record, and, you know, that's not going to be the CRM because the CRM is really an enterprise database, but that digital sales application of record will cover all revenue activities from the top of …”
Mehta: Product teams will eventually drive the entire customer funnel
“And I think the product team is the whole funnel in the future.”
Drone deregulation will enable two-minute consumer deliveries
“You're going to have two minute delivery with drones as soon as it's deregulated. Two minute delivery, you just push a button and boom, like Snickers bar right at your seat. That'll happen.”
Deeter: Investors will treat downturn quarters as a wash for funded startups
“The other thing though, for those of you operating businesses that are already funded and are thinking through plans is that you're going to get a hall pass on the next few quarters in, in terms of the numbers. Now that doesn't help you if you're in a fundrais…”
Deeter: Tech M&A will be extremely active and outpace IPOs in 2020
“I think the M&A market is going to be extremely active later this year and open much more aggressively than the IPO market will.”
Mehta: SaaS sales forecasts will suffer far worse than retention
“So I believe that your retention forecast will be hit, because some of your customers will go out of business, and some will hit budget troubles, but your sales forecast will probably hit significantly more than retention.”
Cummings: SalesLoft will reach a $1B unicorn valuation within two years
“And so now, seven years later, SalesLoft has over 400 employees, has raised over seventy-five million dollars of venture capital, and in the next two years, if not sooner, my prediction is that they will be a unicorn that you'll be able to read about on TechCr…”
Enterprises Will Never Standardize on a Single Chat or Collaboration Solution
“So there's never going to be a time where there's one chat solution in an entire company.
There's never going to be a time there's one collaboration solution in an entire company.”
Schultz: New Relic will hit $1 billion revenue by fiscal 2022
“We've communicated to the street, for example, that,
Will be a billion dollars in revenue by the end of our fiscal 22.”
Deeter: Public cloud industry will cross $1T market cap in a few years
“And if you extrapolate this, take 10, take a third off the growth rate, 10 full points of CAGR, we still have a line of sight to crossing that trillion dollar milestone in the next few years as an industry.”
Seka: Leaders ignoring diversity issues will lose their roles within five years
“That type of leadership where you stand back and are like I'm gonna see what happens, you won't be a leader in five years if that's the way you decide to do it.”
Avalos: The next millions of software developers won't come from Silicon Valley
“The next several million software developers and users of all of our technology are not coming from the same places as where the last several million people came from. They're not coming necessarily just from Menlo Park and from Stanford. They're coming from D…”
Gunderson: AR and VR will become bigger than mobile and browsers
“I personally think, ah, the, ah, the AR and VR space is going to be bigger, bigger than the browser, and, ah, and bigger than the mobile.”
Deeter: Stripe and Adyen will be multi-billion dollar successors
“Companies like Stripe and Adyen will certainly be multi-billion dollar successors.”
Deeter: SaaS applications will embed payments to expand TAM
“And so we absolutely believe That applications more and more are going to layer in payment capabilities and find that as an upsell driver that's a hidden gem and massively expand your market size as a result.”
Deeter: Screenless Interfaces Will Increasingly Drive Enterprise SaaS Success
“In enterprise applications, we absolutely believe that screen lists will increasingly lead to success.”
Gross: Complex big data and ML stacks will deploy in 10 minutes
“By the end of the year, your developers are going to be able to stand up a stack that does this in 10 minutes. Because you're just going to consume all these things as a service. And we're going to see a rapid and dramatic commoditization in the data nature of…”
Rissell: Best-of-breed point solutions with seamless integrations will win in SMB SaaS
“The ones that I actually think are going to win in the marketplace are those that solve, ah, one problem. They're the best in breed solution. And then what they do is they seamlessly integrate with, ah, other applications that provide a solution.”
Tunguz: AI will transform vertical SaaS at cloud computing scale
“The big theme about machine learning is, it's going to change the world of SAS because all of a sudden, it's not just, The machine learning innovations will happen in the core categories that we've seen in the past. Those horizontal companies selling to custom…”
Lemkin: Vendor product complexity will increase tenfold with enterprise AI agents
“I think the complexity is going to go up in order of magnitude when these agents are out.”
Bialecki: AI agents will automate marketing campaign execution and experimentation at scale
“And we think that's going to be the future of frankly, like how marketing and just consumer experiences in general are delivered. It's going to be much less like each of us deciding every single decision And more, Hey, having really good agents that will bring…”
Bialecki: Workers orchestrating AI agent teams will be enormously successful
“There's so few people that are gonna get there in the next year or two. If those skills are gonna be so valuable, if you truly are not talking about AI, right? Yes. But if you're the kind of person that's, I can put an agent to work and actually have to produc…”
Bialecki: AI agent adoption will outpace the talent pool to build them
“The reality is agents are going to come into our lives, like for every business, much faster than I think we're going to be able to build up a population of people that know how to build them.”
Customers Will Pay Higher Prices for Canva as It Becomes Agentic
“Now people are going to start paying more for Canva as Canva gets more gentic with two point O.”
Lemkin: AI Sales Call Ride-Alongs Will Become Ubiquitous in 12 Months
“My view is that in six months, 12 months right alongs will be like note takers. Every GTM agent will have to have a, and some, but some aren't that good, but there, you, there's just no, you like, you would never send the twenty-year-old kid into a sales meeti…”
Persson: Enterprise AI Agents Will Require a Centralized Control Layer
“I think we're gonna see probably a similar thing happening, In from an agent standpoint, right? Where there's gonna have to be, you know, a control layer around this.”
Persson: Enablement training will face massive AI disruption next
“So I think that whole world of enablement training is gonna be up for massive, you know, disruption, you know, next.”
Lemkin: AI Agents Will Keep Deleting Databases Because They Are Goal-Seeking
“Agents will probably continue to delete databases as long as you allow them to because they're goal seeking.”
Wilson: Companies Will Hire More Ops Staff to Run AI Agents
“We're gonna have a lot more operational folks running the agents, running the data, which will allow the teams to be more efficient”
Anderson: Most application data will bypass keyboards within five years
“Most data will come into applications, not via a keyboard over the next five years.”