The Ledger
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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
Moore: The TAM for Monolithic BI Platforms Like Domo Collapsed
“We just saw our TAM get completely crushed at RJ Metrics, because on one side, all this money is pouring in to companies that are doing exactly what we are doing, which is making it really, really hard to scale in an economically efficient way, but on the othe…”
Schneider: Domo Raised $600M and Went Public at a Loss
“Domo is a competitor in our space that raised, I think, six hundred million dollars went public. And it's trading at last I checked less than that. And they certainly went public for a net loss for their investors.”
Moore: Domo and Josh James Had Blank-Check Access to VC
“Domo, in particular, on the right was just raising as much money as they wanted at any given time. Josh James, the founder of Omniture founded Domo, and kind of had a blank check from a lot of VC firms.”