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 12 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
Maruthavanan: "Save time" SaaS pitches fail in time-rich, money-poor markets
“So there are some geographies which are time rich, but money poor, and if you sell save time there, it's not going to work. But some geographies which are money rich and time poor, then save time value proposition and messaging is going to work.”
Latka: AI startups cannot beat incumbents without proprietary data acquisition mechanisms
“You're never going to have more data than QuickBooks. Right? Like you, you're never going to have all these other people have a flywheel here already. So it's like you either have to have a genius arbitrage mousetrap to get data faster than any incumbents so t…”
Hisham: QuickBooks lacks tools for resource allocation and cost forecasting
“Okay, but how will you allocate your resources on your hiring or your marketing plan or your revenues and costs? This is not something that's provided with any of the companies that you've mentioned right now.”
Seibert: QuickBooks has maintained 80% market share since 1992
“Like QuickBooks has had an 80% market share since 1992.”
Normalizing data across more than three software integrations requires dedicated teams
“If you want one to three integrations, go build. And there, some of them are quite easy, like QuickBooks. But if you want to normalize data within a category, so if you want any more than three in accounting, you need to have an API shop to normalize the infor…”
Intuit did not overpay acquiring TSheets for 10x ARR, says Nevogt
“No, I don't think so. Because they, you know, they've got a great product and a great customer base. And I mean, I, I'm not one to judge that, I guess, in the first place, but, you know, look at what, you know, QuickBooks can do with the product once it's thei…”
Kimmel: PriceSymmetrics aims to become the QuickBooks for pricing
“Our goal, when we look at it, our goal is to be something like a QuickBooks for pricing.”
Kabbage pulls SMB underwriting data directly from banking, accounting, and shipping
“What we do is allow a small business to connect all key data sources that relate to how they run their business. So it can be their banking account. It can be processing. So quick books, chase credit card, shipping, social accounting, web analytics.”
Lillia: Younium operates between CRMs and accounting software to manage subscriptions
“We typically sit between like a Salesforce and a HubSpot and a backend like a NetSuite or a QuickBooks and perhaps your own service and how to get that orchestrated and done in a good way, all the way from, you know, quoting, Dealing with the subscription over…”
Gusev: ApproveIt is listed on Slack, Jira, QuickBooks, and Xero marketplaces
“So we already listed on Slack marketplace. We also got listed on Jira marketplace. Listen, they added QuickBooks and Zero marketplace. We get some organic audience from there.”