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.

5statements match

5resolved → 0open claims → 4supported → 1contradicted →

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

Assertion Supported

Ryan Smith: Qualtrics granted no equity until 2012

“We didn't give away stock till 2012.”

Ryan Smith Feb 17, 2019 ▶ 31:02 The Things Nobody Tells You About An $8B Acquisition with Ryan Smith from Qualtrics

Assertion Supported

Smith: Qualtrics reached $50M in sales with zero PR or media

“For the first 10 years we didn't do one media interview and we got to fifty million in sales. Think about that. Right? Not, not one media interview, not one press release.”

Ryan Smith Feb 17, 2019 ▶ 7:14 The Things Nobody Tells You About An $8B Acquisition with Ryan Smith from Qualtrics

Assertion Supported

Smith: Qualtrics rejected a $500M buyout offer at a $50M run rate

“The backstory here is we turned down an acquisition offer for five hundred million dollars in 2012. And I had done, I mean, we were about a fifty million dollar sales run rate, but I'd never done a media interview.”

Ryan Smith Feb 17, 2019 ▶ 2:48 The Things Nobody Tells You About An $8B Acquisition with Ryan Smith from Qualtrics

Assertion Contradicted

Smith: Qualtrics grew 47% to $500M in sales prior to SAP deal

“I mean, we grew up 47% last year, five hundred million in sales.”

Ryan Smith Feb 17, 2019 ▶ 21:36 The Things Nobody Tells You About An $8B Acquisition with Ryan Smith from Qualtrics

Assertion Supported

Smith: Qualtrics maintained 122% net retention overall and 140% in enterprise

“And a 122% net retention, and then the enterprise, it's a 140. That, that means that you've got a solid foundation, a solid engine, where people are living and it's mission critical to them.”

Ryan Smith Feb 17, 2019 ▶ 35:16 The Things Nobody Tells You About An $8B Acquisition with Ryan Smith from Qualtrics

The Ledger

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