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 60 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
Microsoft screws channel partners by cutting renewal commissions to 5%
“Microsoft screws their channel program partners. What do they do? They give them a nice 30% commission on the first year, and a nice five percent commission on the second year when the customer renews.”
Booth: Breaking Up US Big Tech Would Cede AI Superiority to China
“If Elizabeth Warren or anybody breaks up Amazon or Google or the giant AI companies, or Microsoft for that, that, that, that matter, effectively by doing that, you seed AI superiority to China.”
Marlin: Microsoft acquiring LinkedIn has zero strategic fit
“I contrast that with Microsoft buying LinkedIn, and I should say that I love LinkedIn. I'm one of the first thousand users of LinkedIn. We use it extensively in my company. I think it's a great service, and yet I think it has zero strategic fit with Microsoft …”
De Villa: Only SAP, Oracle, and Microsoft contest manufacturing software
“Basically you have SAP and Oracle and Microsoft is entering the fields, the field, and those are the only three who are really playing in the manufacturing for that whole space.”
Latka: Confiscating top corporate cash reserves cannot solve the US deficit
“Even in Q four, two, 19, Microsoft, one hundred thirty six billion Berkshire Hathaway, one hundred twenty eight billion Alphabet one twenty one billion Apple a hundred billion. Even if you took all of that money, it doesn't barely even make a dent. In the 20 t…”
Dial Source infrastructure prevents it from seeing or extracting client data
“We purposefully built unique security controllers into our ecosystem. So we cannot log into the client's org. We cannot see any of the client's data. And unlike an integration, we do not pull any of that data out of Salesforce and Microsoft.”
Smith: Major tech incumbents are currently out-executing agile startups
“What's happening in tech is you're watching for the first time ever the biggest companies execute better than the smaller companies in a lot of different ways with Amazon and everything else where we haven't seen this kind of juice since probably the Microsoft…”
Foo: Google and Microsoft Have Not Advanced Email in 10 Years
“I mean, if you sort of look at the timeline of Google's or Gmail's products in the past 10 years, it hasn't really changed very significantly, and I think that there's a huge opportunity for innovation where Google or Microsoft even hasn't really made signific…”
Collin: 100% of acquired email startups get shut down
“But also a hundred percent of those companies who have been acquired shut down.”
Goel: Leave Jobs Within Two Years Unless Receiving Two Promotions Annually
“The ground rule or the thumb rule that I would suggest is don't stay at a company for more than two years, unless you are like getting two promotions every year.”
Chili Piper killed its inbox product over Gmail and Microsoft friction
“We actually had, at some point, an inbox as well, and the inbox was allowing buyers to see their entire buyer's journey and see who at the company emailed, what they did, and so forth. We killed it because we realized that it's going to be so hard to get peopl…”
Stack Overflow for Teams reached 15,000 customers, starting with Microsoft
“Microsoft was customer number one, and then we went from enterprise down to where we are today, which we've now got 15,000 Customers leveraging Stack Overflow for the teams.”
Porter: We are not building Salesloft to sell it
“Not in acquisitions talks with anyone. We're not building this business to sell it.”
Arora: Most Enterprise Logos on Intervue's Website Are Paying Customers
“Yeah, most of them are paying.”
Volset: $1M to $2M B2B SaaS businesses can achieve meaningful PE exits
“Fundamentally, what I realized pretty quickly is that things have changed very much the last 10 years, like certainly even potentially the last five years, in that, so back in, you know, nine, 2010, if you had a, say, a 1,000,002 million ARR B to B SaaS compan…”
Microsoft and LinkedIn dwarf all other sales solution providers combined
“And, like, in our space, Microsoft is the big player. And so all of us combined Have nothing on on the size and scope of LinkedIn and Microsoft as a sales solutions provider. And so I view Microsoft as the 800 pound gorilla, and then there's a whole sort of li…”
Budman: Backblaze Storage Costs One-Quarter of AWS and Google
“And so we actually introduced a, an offering where you can use storage for anything, similar to an Amazon or Google or a Microsoft offering, but one quarter of their price point.”
Bonde: Social marketing tech will see another frothy M&A cycle
“I also am a big believer in cycles in business, so I'm hoping that there's another cycle when social marketing gets frothy again, and you're right, the companies you mentioned, most of them had exits, you know, people like Adobe and Microsoft and others, and I…”
Medina: Microsoft missed the smartphone wave by treating phones as mini PCs
“Microsoft sort of tried to throw, you know, resources at this problem with a grander vision that there will be no sort of winning a foreign factor in terms of size, that the phone is just, you know, one smaller device than a tablet, which is one smaller device…”
Nimble signs deal with Microsoft to resell CRM through Outlook VARs
“We just signed a deal with Microsoft where they became a reseller of Nimble. Microsoft has started to resell Nimble with Outlook through their VARs And they're going to gift their VARs Nimble, so that their VARs can be better, smarter, faster at sales and mark…”
Microsoft bundles Nimble CRM directly inside Outlook Mobile
“Microsoft has bundled Nimble inside of Outlook Mobile.”
Microsoft Power BI is Klipfolio's most formidable competitor
“I think the other one that is probably doing the most interesting stuff is probably Microsoft's Power BI product. I think they're probably our most formidable or most close competitor.”
Stack Overflow enterprise sales cycles range from one to twelve months
“Yeah, probably between nine to 12 months for the largest strategics. Like the Microsofts. The enterprise is probably closer to six months, and an SMB customer is probably anywhere between one and three months.”
Stack Overflow's first enterprise product was a private clone of its site
“The early version of the product was literally a copy of the public stack overflow, but obviously completely a private version of it, and just sort of Tested in the context of these big companies.”
Stack Overflow co-sells enterprise software alongside Microsoft Azure sales representatives
“We are very big partners of theirs. We actually engage with them in their, ah, you know, their Azure partnership area, if you call it, the ISP program. And we align with their reps to be able to go and sell into accounts jointly.”
Navision was Denmark's first unicorn with a $2.5B exit to Microsoft
“Our chairman was from Navision. Which is the first ever Danish unicorn at 2.5 billion exit to Microsoft”
LMS365 bootstrapped to $18M ARR before raising a $20M Series A
“The Series A was for twenty million. So it was actually under the premise that we have a world-class cash flow engine. When you sell to Microsoft customers, they're used to paying upfront. So that made us bootstrapped all the way up to eighteen million dollars…”
Major cloud data warehouses now offer native data clean room capabilities
“What's interesting is, is a lot of the cloud data warehouses do this, are doing this now. So AWS, GCP Microsoft are trying to do this, and that's where data sharing now happens at the cloud data layer. And then Snowflake and Databricks have capabilities around…”
Nicolas Vandenberghe lost a $42M payday when a $60M acquisition collapsed
“Six zero, and I have 72% of the company So I'm about to clear forty-two million, and, ah, and the deal collapsed, and the dot bomb happened, and I had to shut down the company. Actually, I did a deal with Microsoft, but I laid off 65 people, ah, and.”
Fischer: Wittyworks serves 32 customers including Microsoft and Intel
“So so 32 customers and some of them really big brands like Microsoft, Intel, Deutsche Bahn so Deloitte, so quite big customers actually.”
Britton: Suzy's clients include P&G, J&J, Microsoft, and Coca-Cola
“Our clients are Procter & Gamble, Johnson & Johnson, Microsoft, you know, Coca-Cola, you know, we have blue chip companies who aren't going to go away.”
FileCloud targets regulated sectors like military and government for data control
“We have a very unique differentiation where we provide solutions for specific, you know, areas and industries where they need complete data control and privacy. You can imagine organizations like You know, the military intelligence forces, insurance and other …”
Microsoft included Driscoll's open-source tool in the Visual Studio installer
“They got ahold of these guys at Microsoft, and then eventually Microsoft promoted it. Like it was, you know, on their website, and it eventually was in the installer for a little while, that kind of thing. You could actually select a feature and install my pro…”
Eitzen: Microsoft and Google bought hundreds of gift boxes in bulk
“What we were surprised by when we pushed to e-commerce was that, again, it was these brands, big companies like Microsoft, Google, that would purchase 203 108 hundred boxes in one go. Brand the boxes and send them to all their, you know, people on various depa…”
Cloud credits swung early startup infrastructure economics by $200,000
“Today you can get a 100,000 dollars in credits to be on the internet. Like you can get a 100,000 dollars from AWS or from Google cloud and probably also from Microsoft cloud, right? So, so we've swung from being negative a 100,000 to being positive a 100,000. …”
Joost de Valk: Microsoft and The Next Web run Yoast software
“I mean, there are sites like thenextweb.com or microsoft.com that run our software, where there's hundreds of people working on that site, and it's only one site.”
Workboard averages $125,000 ACV across its enterprise and growth customers
“Actually, we think of, we do annual contracts. We sort of think of what their ACV per customer is, and it's about a 125 K. We've got really large enterprise, like a Sony, Samsung, Microsoft, right? Do it to telecom. And we've got a bunch of growth companies, a…”
Carruthers: Voxpopme's client base is 45% brands, 45% agencies, 10% partnerships
“Our clients really break down into three cohorts. The first being like major brands. So people like Microsoft, eBay, Verizon using this technology extensively. Then we power a lot of the market research agencies. So people like Kantar and Nielsen and the big r…”
iCIMS has secured enterprise customers like Microsoft, Amazon, and Intuit
“We've been signing some very large companies, you know, the Microsofts, the Amazons, the Intuits, et cetera.”
Decugis: Scoop.it enterprise clients include IBM and Microsoft
“And we have, you know, clients like IBM, Microsoft, so, you know, very large companies.”
Salesforce, Oracle, SAP, and Microsoft are all Demandbase customers
“Well, and all of those companies are large customers of ours.”
Golec predicts Oracle, SAP, and Microsoft will soon advance in ABM
“I don't think it's going to be long before you know, Oracle makes more advancements as well as, you know, SAP and Microsoft.”
Ferrara: Microsoft passes all Nimble revenue to VARs
“Microsoft currently is passing through all that revenue to the VARs. So Microsoft's not actually getting a margin on nimble. So the VARs are getting that margin, and so ultimately what's happening is that the VARs make the margin on the monthly current revenue…”
rfactr co-developed its platform with Microsoft, Oracle, and SAP
“We started with the top of the enterprise, so we cut this solution and developed it in conjunction with companies like Microsoft, Oracle, SAP you know, and a lot of others, and now we're coming down market.”