why aren't all 18 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
Opinion
Payne: Big tech firms like Cisco and Oracle cannot execute stolen ideas
“I think sometimes entrepreneurs are worried that if they talk to a big company, if they talk to, you know, a Splunk or a Cisco or Oracle or somebody like that, that they're going to steal their ideas. And in my experience, those companies have trouble executin…”
Assertion Not checkable as stated
Korber: BreezoMeter helped enterprise clients increase sales by over $1B
“We already helped our customers, leading companies like GE, Dyson, Cisco, Motorola, to increase their sales by more than one billion US dollar last year.”
Assertion Not checkable as stated
Cisco doubted Zoom's vision, believing enterprise collaboration belonged in social networking
“At that time, they saw it is, you know, they focused on the social networking. At that time, they saw the overall, the collaboration strategy should be around the social networking. I have a different opinion, and they probably thought, I do not understand the…”
Assertion Not checkable as stated
Even channel-dominant companies like Cisco keep direct sales to prove traction
“You can't go all channel immediately. All the companies that sell predominantly through channel have a direct arm as well. Even Cisco, which I think is about 90% channel, has a direct team, and that's because you need to prove to the channel that this stuff wo…”
Assertion Not checkable as stated
Payne: 30 top security firms use Code42, including CrowdStrike and Cisco
“There's probably 30 security companies using code 42 today, and they're the big names in this space. It's people like CrowdStrike, and Okta, and Ping, and RapidSeb, and Splunk, and Cisco, and so it's, we have really, really good customers.”
Insight
Rothrock: RedSeal faces churn playing catch-up with vendor updates
“Literally, so sometimes configuration information for all the routing equipment, those routing equipment guys, Cisco, Palo Alto, Checkpoint, Fortinet, Juniper, all of them, they change their stuff all the time. And occasionally we get So they upgrade our softw…”
Prediction Didn’t hold up
Cloudability plans to IPO by 2023 to become a consolidation platform
“So sometime in the next five years or mature, we will probably be an IPO. We can use our currency to combine or join a combined entity and go out there and just become something akin to a new version of Cisco or SAP.”
Assertion Not checkable as stated
Montgomery: Cisco employees spend full workdays developing the Mycroft open-source stack
“For example, we found full-time employees at Cisco systems that are spending their entire day working on the Mycroft stack so that they can bring that technology into the parent company.”
Disclosure
Yuan: Zoom will not sell, contrasting with WebEx's early acquisition
“No, no, no. We don't want to sell the company. And by the way, you know, I was not a CEO, right? So WebEx, you know, the two co-founders and You know, they are already a public company. They wanted to sell the company back in, you know, in our case, you know, …”
Assertion Supported
Top WebEx engineers left Cisco to join Zoom shortly after launch
“I left at Cisco end of June of 2011, and that's how I started Zoom, and one month later, some top Webex engineers, they quit and followed me to start, to join Zoom.”
Assertion Not checkable as stated
Collin: Cisco uses Front across teams of hundreds of people
“We have so we have companies of two users, and then we have companies as big as Cisco using the product and so teams of hundreds of people.”
Assertion Not checkable as stated
Mehta: Gainsight serves about 700 customers, including Okta and Workday
“We have about 700 customers now, and it's kind of a who's who in technology, so publicly traded SaaS companies like an Okta or Workday or Twilio or DocuSign, big companies that have gone to the cloud like an IBM or an Adobe or a Cisco, as well as companies in …”
Assertion Not checkable as stated
Cisco has between 150,000 and 250,000 employees using Alfresco.
“One particular customer, for example, Cisco might have between a 150,250 thousand people using us.”
Assertion Not checkable as stated
Nick Mason: Turtl serves around 50 customers including Bloomberg, Cisco, and Oracle
“So we have in the region of 50 customers, ranging from Bloomberg, Cisco, Oracle economists, people like that, down to smaller businesses.”
Assertion Partly supported
Shamia: Call center market is $22B dominated by legacy incumbents
“The call center space is a twenty-two billion dollar market. It's still dominated by old players like Avaya and Cisco and Genesis that sell the same system for 2030 years.”
Assertion Not checkable as stated
Artesian serves 30,000 paying seats across 100 enterprise customers
“We're at about 30,000 paying subscribers, got over a hundred large enterprise customers companies like Cisco, Hewlett Packard Enterprise, NetApp, American Express, Lloyds, Barclays, HSBC, Ernst & Young, KPMG.”
Assertion Supported
Puri: ESPN, UFC, Adobe, IBM, and Cisco use Blab
“We've got people as, you know, we've got people who are just sitting in their basement, and they're nobodies, but all the way up to reality TV stars, ESPN, UFC, Adobe, IBM, Cisco, big brands that have also come on and use the platform.”
Disclosure
Accel Partners and Cisco are the primary investors in Mobstac
“Axel Partners is our primary investor. We have a strategic investor in terms of Cisco, and we have a bunch of angel investors who basically also invested along the way.”