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 5 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
Smith: Acquirers will not move without a compelling event like an IPO
“If you're not building a company that can stand up and go public, Then you're probably going to be, no one's going to want it anyways. And you, there's going to be an outlier or two where you're going to point to and say that, but no one ever really, I mean, S…”
Smith: Marketing and fundraising for brand recognition is futile
“There's this whole rationale of fundraising and marketing that you're going out there so people will know who you are. They're not gonna know who you are. So just go build a good business.”
Smith: Spending equity on marketing campaigns is ineffective
“Brand and marketing are different where I see a lot of companies raising around and plugging their cap table into the marketing engine. Yeah, which is like, okay, that campaign was worth five percent of your company. When's that ever been effective?”
Smith: Targeting academia seeded Qualtrics across the enterprise workforce
“It was the most brilliant thing that we did, and everywhere I go, and we were on the road show and everything, it was, wow, that was the most brilliant model I've ever seen because, you know, millions of academics used Qualtrics and then took it with them into…”
Smith: Building software for demanding PhDs prepared Qualtrics for enterprise
“We actually learned to develop great products in that phase because, you know, if you've got to develop a product where a PhD or researcher calls in, Imagine the support system you've got to have on the other side to support Dan Ariely, who is a behavioral eco…”