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 4 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
Ding: Enterprise SaaS sales are harder because building in-house is cheap
“I mean, I think enterprise sales for these large companies is much harder because the time to build the same exact product in house is just significantly lower. There's also just less leverage. Like when you're doing a negotiation against the customer for why …”
Shensi Ding: Over-intellectualizing startup building prevents founders from enduring necessary hardship
“I think the best way to succeed is to just do things, and I think if you over-intellectualize your company building instead of actually doing anything, you're too high on Maslow's hierarchy, and that means that you're not actually able to suffer later.”
Shensi Ding: Companies over-engineer by training custom models instead of using generic LLMs
“One hot take that I have is that I've noticed a lot of companies, like, kind of over-engineering their, like, ML usage. Like, they'll have, like, They'll build their own custom models. They'll try to train their own models when really, like, you should, you co…”
Ding: AI companies purchase software infrastructure much faster than traditional SaaS buyers
“Also a lot of these AI companies, they purchase much faster like a large financial services, like the deal cycles are definitely just longer. For SaaS platforms, shorter because sometimes we're selling to an existing product that already has product market fit…”