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 11 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
Dines: Work-Life Balance Is 'a Stupid Thing for Everyone'
“I don't like balance, work-life balance. This is a stupid thing for everyone. You have to be immersed.”
Dines: Masayoshi Son's 'You Are Not Crazy Enough' Ethos Is Bullshit
“When I heard the Masayoshi-san saying, you are not crazy enough, that's bullshit, guys. I am fucking crazy, and I can be crazy enough, but I am gonna burn billions of dollars. I will overbrown the market with reps, and then they will step each other's toes, an…”
Dines: SoftBank-backed rival built bloated company ruined by COVID
“Our main competitor at that time were trying to catch us, especially with SoftBank money. So they were pouring a lot of money into the, into everything. Sales, marketing, build a blotted company, and COVID hit, and they were fucked.”
Dines: Trying to Create a Software Category Is a Sign of Arrogance
“I don't think that the desire to make a Category is the right approach to build software. I think it's a sign of arrogance. I want to build a new category. It's I think it's gonna clutter your mind if you feel, it's, you feel too much, you put too much pressur…”
Dines: Software customers do not care about architectural purity
“Customers don't care about purity. This is also another lesson, guys. It's you, if you aim to purity, it's the wrong way to do. It's you need to aim for kind of something that is, I mean, it's like life. Purity in a way burns everything around it, and you don'…”
Dines Agrees With Slootman That Customer Success Is a 'Fluffy' Job
“He thinks also customer success. It's a fluffy job, and it doesn't exist. And to certain extent, I agree with this, but it's a very hardcore thinking.”
Dines: Hiring expert A-players without chemistry is a recipe for disaster
“My biggest learning in hiring, you should go for chemistry versus expertise. I was always under impression that you, if you can assemble a team of A players, highly experts in their domain, this is gonna work. It is far away from working. This is a recipe for …”
Dines: Personalities never change and conflicting colleagues will never get along
“People cannot change in life. This is also another big lesson. People's personality will never change. So you see two people that don't get along, they will never get along.”
Dines: UiPath moved from $400M burn to cash flow neutral in 2020
“We turned guys from four hundred million burn to cash flow neutral in just one year. It's almost unheard of. While growing 80%.”
Dines: Early customer warned UiPath lost touch by chasing revenue
“Last week, I had a call with one of our first customer, a huge advertising agency, and this guy, and we are really good friends. We play tennis together. So, told me, Daniel, I'm disappointed in in what you guys are doing. You lost touch with us. You just go o…”