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 9 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
Robinson: Cloud category leaders typically capture two-thirds of market share
“Typically in a category leader in the cloud, you're going to amass somewhere around 66% or two-thirds of the market share, but scale is also defined by executing a product strategy that allows you to set the pace of innovation, not just for yourself and your c…”
Robinson: Zoom has captured more than 64% market share in video conferencing
“And they've now achieved more than 64% of market share, and it continues to grow.”
Robinson: Startups should not scale sales until reps cover fully burdened costs
“You do not want to even think about moving to the next phase. Until those reps, based on their booking and sales yield, are covering the fully board cost of the sales org.”
Robinson: SaaS companies with usage-based pricing get 10% higher public valuations
“When you juxtapose folks that have a usage-based pricing model versus those that have more of the traditional enterprise license or traditional SaaS sales model, we found that the folks that focus on the usage-based pricing model have about a 10% higher Public…”
Hyperscience hit 300% ARR growth and 170% net dollar retention in 2020
“Last point on this, they saw almost 300% year over year ARR growth, 10 X growth in platform usage in the new normal, and a 170% net dollar retention, which is huge for any company, quite frankly.”
Robinson: 74% of B2B software buyers are using cloud marketplaces
“They ran a survey recently and they found that 74% of B to B SaaS Software buyers have either already bought in the cloud marketplace or plan to do so in the next 12 months, and that represents billions of dollars of transaction in a marketplace where your buy…”
Robinson: The number of private unicorns doubled in two years
“But what's crazy to us is that the number of private unicorns has actually doubled, ah, in the past two years.”