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 13 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
Supermetrics differentiates by piping data directly into existing UI tools
“What makes us special is that we don't have our own reporting UI, but we let you use whatever tool you already have in your organization, so we can bring the data for you into an Excel file, or in the Google Seeds, or Google Data Studio, Power BI, Tableau, wha…”
Disconnected Spreadsheets Force Manual CRM Execution
“The basic problem that is that planning is extremely manual. That's done in Excel spreadsheets by sales strategy folks, and that gets, never gets you know, visibility on the ops side of the house. So ops is executed in CRM systems manually through custom code …”
Cohen says T-Rex primarily competes against in-house Excel models
“We just need to be there because we don't have huge competition. And so if we needed to have a bigger presence to sort of outdo the guy next door, then it would cost us a lot more. But because we're competing with in-house Excel models we just need to be on pe…”
Cohen claims T-Rex operates 4,000 times faster than baseline Excel models
“You're not going to go back to an XL model that operates 4000 times slower than Then T-rex, and that's just sort of baseline VBA code.”
Sheetgo builds on existing spreadsheets unlike Airtable
“The difference would be that we work with the legacy systems at companies rather than have to implement something completely new, AKA Excel, Google Sheets.”
Andrews: Retail inventory planning is mostly gut instinct and Excel
“The way that these decisions are made today is generally based on gut instinct and Excel spreadsheets, right?”
Naim: Pen, paper, and Excel are Onfleet's primary competitors
“Really pen and paper Excel files and, you know, Google Docs are the primary competitor”
Suter: Accel's Sameer Gandhi led the first institutional investment in Notion.ai
“So Excel was actually, you know, first money in with us. We got Partner there, Samir Gandhi, that's been super, super supportive.”
Putnam: Monumetric's ad optimization is half manual Excel, half machine learning
“It's probably fifty-fifty, and that's because half of it is, is trying to learn enough and experiment and break things in Excel before we have to spend the dev resources to build it, to automate it”
Allison: Most mid-market EHS target customers still use pen and paper
“Lots of our target customers are still doing that with pen and paper and Excel spreadsheets. Obviously that's inefficient. It's difficult to demonstrate your compliance and you can't really learn anything from your data.”
Centage is being tracked by KKR and Accel for future investment
“We've been talking then mostly to New York based and California based ones. So we've talked to everybody, KKR and just everybody. We went to this You know, forum where we presented to all the top players and Excel and everybody else. And so they're all trackin…”