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 7 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
Over half of GitHub's growth to $7.5B was entirely developer-driven
“Developer community drove a company after 10 years to a 7.5 billion dollar acquisition based on sharing. There was a lot of sales motion. We had an incredible sales enterprise enterprise sales team but over half that growth was 100% developer driven with no sa…”
Smith: Running GitHub without a CEO prior to Microsoft acquisition
“At GitHub, I was in the last 18 months coming into acquisition, which is a nightmare. But I was one of five people running the company. The CEO publicly stepped down and left it to us to take care of.”
PLG public companies grow at 35% versus 25% for traditional SaaS
“Faster growth rates. 35% versus 25% in SAS.”
Public PLG companies command a 10x EV-to-revenue valuation multiple
“Higher multiples. Enterprise value per revenue is 10 X. These are actual numbers you can dig into. I think they're actually higher now if you go look at the updated index. Which means your company's worth about two times more.”
Atlassian operates with customer success rather than traditional sales
“Atlassian famously does not have a sales team. They have a customer success team.”
OpenView coined the term "product-led growth"
“OpenView actually coined the phrase way before I was there.”
Adding a team invite button increased developer tool signups 10x
“There's a company in San Francisco that I'm advising, and they're a developer tool, because I work on developer software a lot, and they had no way to actually collaborate as a team, which to me is counterintuitive, but we put a little tiny button that says, i…”