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
Walling: Relying on Google SEO is riskier than technical infrastructure dependencies
“So the reason I have this as number six is that if bubble 10 X their pricing or had a big outage, you could rebuild that. And if you're hosted on AWS or using SendGrid or using WordPress, you can rebuild it. The risks are there, but they're lower than if you l…”
Walling: WordPress has shown it is an aggressive, unfriendly platform
“Given that WordPress has shown that they are going to be aggressive, not making themselves out to be a friendly platform right now.”
Vollset: Acquirers discount SaaS valuation multiples for WordPress-only businesses
“At least last year or two, it's been the case that like a B to B SaaS business Which usually selling for some sort of an ARR multiple gets discounted if it's a service, it's a business that serves WordPress clients, you know, exclusively.”