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 12 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
Levie: Software vendors will increasingly look like professional services firms
“Like, I think we're all going to increasingly look almost like professional services companies, probably to some extent, because you're bringing now solutions to the customer as opposed to just a use our software. Hopefully you have the people to implement it.…”
Levie: The defining AI platforms will be permanently cemented within two years
“This is a window in the next couple of years where I think we'll have the defining platforms get built and effectively cemented, assuming that they stay current, right? If you, if you're asleep at the wheel in this space, it's over, right? You only have, you c…”
Levie: Public markets have appetite for 100 cloud and mobile IPOs
“What I would say is, is that there's plenty of room For companies that are benefiting from this very clearly secular change toward cloud and mobile. And if you've built a significant business on the back or benefiting from that, then there's maybe room, there'…”
Levie: Inter-agent communication will completely transform enterprise interoperability
“So the whole idea is what if you can have agents across your enterprise software talk to other agents in other enterprise software And I think for all of us as an ecosystem, this is going to completely change what interoperability looks like, what the future o…”
Box forfeited an estimated $100M in revenue refusing on-premise deployments
“We were multi-tenant from day one, and we made no exceptions to that. So when customers said, hey, can I go run this inside my data center? We said, no, you can't. And we lost, I could probably add up maybe a hundred million in revenue.”
Levie: Refusing philosophical misaligned features is why Box loses most deals
“Actually this is one of our bigger, one of our biggest categories of why we lose deals is because there's some weird feature that we are philosophically opposed to. Because we think it's going to hinder what the user is trying to accomplish or what the busines…”
Levie: Enterprise software will naturally shift to outcome-based pricing
“The closer we get to conveying those ultimate outcomes, the closer we get to pricing towards those outcomes. I think that will be the natural direction this space goes in.”
Most enterprise IT spend goes to decade-old legacy software vendors
“If you literally look at people's vendor stack, and if you were to go interview any CIO of any top 10,000 enterprise, the majority of their dollars are going into brand names, That, that existed a decade ago.”
Levie: Traditional ECM was never a strategic buy for enterprise CIOs
“ECM was never a strategic, ah, buy for the CIO. That was actually still, like, one level below the CIO. The CIO was ERP, CRM, core infrastructure, those kinds of major applications.”
Levie: Box has built one-off features for only six of 44,000 customers
“Out of 44,000 customers. We may have done that half a dozen times.”
Levie: Box closed 74 deals over $100k last quarter primarily via expansion
“Last quarter we did, I don't know, 74 deals over a 100,000 dollars, so it's, that's a fraction of those deals. And you still have so many more that are just, they've adopted more of the product, and we have an incredible, you know, account executive that goes …”