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.

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why aren't all 17 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

Assertion Not checkable as stated
Unlike competitors using Twilio, Dial Source built its own proprietary carrier network
“Because other technologies have integrated the telephony and a large component of that is whether they're using something like Twilio to integrate the telephony into Salesforce. They can't control the actual ecosystem since we designed our own hardware and our…”
Josh Tillman Jul 14, 2018 ▶ 12:03 1085 We're #1 In Salesforce for Call Routing, Tech with $10m+ in ARR
Opinion
Zekitz: Twilio Struggles to Prove Revenue Attribution to Customers
“I think one of the problems that happens with consumption models in other businesses is that, yeah, hey, this is a shortcut to, say, build a product, right? You know, and Twilio has a really hard time saying, hey, when you build stuff on top of all this is how…”
Nick Zekitz Mar 18, 2021 ▶ 12:27 Marketing Personalization Tool Gets First 8 Customers, $1m ARR Shortly
Opinion
Lorang: Enterprise SaaS companies need $150M ARR to go public
“I think you have to be a hundred and fifty million AR right now.”
Bart Lorang Dec 20, 2016 ▶ 11:39 EP 513: $50M Raised, Helping 50k Customers Get Accurate Contact Data with FullContact CEO Bart Lorang
Assertion Supported
Whippy Bootstrapped Growth by Scraping Displaced Zipwhip Customers After Twilio Acquisition
“Zipwhip was bought by Twilio and went out of business. So there was a feast for all the customers and like, we just started this. So I was able to pull a list from Zipwhip and then feed that to someone on Upwork to like get deeper into the data.”
David Daneshgar Mar 12, 2024 ▶ 15:36 20 year old wins $3m playing Poker, launches $4m bootstrapped SaaS
Assertion Supported
Poyar: Top PLG SaaS companies grow twice as fast as traditional SaaS
“What my team did is we studied the world's top PLG companies, companies like Datadog, Snowflake, Twilio, and HubSpot, to find out what makes them different. Now, these were companies that are growing very quickly in its scale, so twice as fast as traditional S…”
Kyle Poyar Oct 18, 2023 ▶ 2:54 How to Grow Faster with $0 CAC
Assertion Not checkable as stated
Frivili: Emerging markets lack Twilio-like cloud telephony infrastructure
“The issue thus in the emerging market is that you don't have the layer of the cloud telephony. So if you are in the US, for instance, you've got a lot of people Building their front end solution on, on guys like Twilio platform. If you are in the emerging mark…”
Reno Dagon Frivili May 16, 2022 ▶ 1:54 Genius Founder Hits $10m Revenue With Just $3.2m Raised
Insight
Developer platform technology companies must use utility-based pricing
“But if you're in the developer ecosystem, selling platform technology, right? You have to be some kind of utility-based pricing, right? Whether you're Twilio, Snowflake, et cetera, right?”
Nick Mehta Sep 6, 2021 ▶ 11:01 Was Selling Majority to Vista The Right Move? Gainsight Customer Success Platform Hits $100m ARR, 1,000 Customers
Assertion Not checkable as stated
Convirza built its own telephony platform instead of relying on Twilio
“Well, again we chose, so our competitors Are using companies like Twilio where they, where they're actually not doing the engineering themselves. We built out our own we built out our own platform. So we are our own phone provider and that, that has cost us m…”
Jeremiah Wilson Nov 14, 2017 ▶ 23:58 843: SaaS: Call Tracking Convirza on $10m ARR, Major Acquisition to Double Business
Assertion Not checkable as stated
Federspiel: Blackthorn has 630 customers and processed $3B in transaction volume
“We have about 630 customers. We've processed about three billion bucks through the app, and we sent thirty-one million SMS messages, which is Twilio is the underlying technology here.”
Chris Federspiel Apr 28, 2023 ▶ 14:28 Pivot City! How we pivoted 6 times on our way to $20m in revenue
Assertion Not checkable as stated
Anjaria: Twilio Is Probably HireClub's Biggest Expense
“Twilio's are probably our biggest expense.”
Ketan Anjaria Aug 11, 2020 ▶ 13:34 HireClub: How 32k Member FB Group Fueled $25k MRR SaaS Business
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 …”
Nick Mehta Sep 8, 2019 ▶ 6:11 1506 Gainsight: We'll Hit $100m Revenue in 2020, $60m+ Now
Assertion Not checkable as stated
Beans: TextingBase committed to $12,000 annually with Twilio for volume pricing
“That's our minimum. That's just our 12,000 dollars a year is what we've committed to Twilio.”
Eric Beans Sep 8, 2017 ▶ 8:58 776: TextingBase Shares Margins, Cap Table, Valuation, More
Assertion Not publicly verifiable
Schlecht: The SaaS Co has worked with Twilio and Microsoft
“Like we worked for from Twilio to German Stock Exchange to Microsoft”
Peter Schlecht Mar 23, 2017 ▶ 4:22 EP 607: The SaaS Co Passes $90k MRR Helping 20 Companies Get Leads And Qualified Meetings with CEO Peter Schlecht
Assertion Not checkable as stated
Brisson: Call Loop pays Twilio $0.01 per text, resells for $0.05
“It's servers, you know, the cost we use Twilio, like a lot of different platforms. So we pay a penny for text messages and resell at the high end retail for five cents. And then, you know, down below for bulk plans and that sort of thing.”
Chris Brisson Jun 15, 2016 ▶ 10:55 He's Making How Much from Text Message Marketing? EP 288: Chris Brisson
Disclosure
Symbl.ai uses a Twilio-style base plus variable pricing model
“It's a pretty similar Twilio model. So it's a base revenue and that there's a variable revenue.”
Surbhi Rathore Jan 11, 2022 ▶ 13:46 Voice AI Company Raises $17m at $80m Valuation, 50x Revenue Multiple, Scaling Fast with NDR of 120%
Disclosure
Particle models its developer community strategy on Twilio
“Jeff Lawson, the CEO of Twilio is the one I respect quite a bit. A lot of our business, we're sort of following his path and the things that he figured out about how to build a developer community and build a business off of. So I have a ton of respect for him…”
Zach Supalla Mar 6, 2017 ▶ 21:25 EP 590 :Particle.io Raises $14M, Passes $5M In Revenue, Helping Usher in IoT Connecting Keurigs to Internet with CEO Zach Supalla
Assertion Not checkable as stated
Connor Lee's telephony startup Telfi generated a few thousand dollars monthly post-YC
“We were doing a couple thousand dollars a month in revenue we were a couple months out of YC. And the company itself was basically trying to do Google voice for business, compete with grasshopper as a telephony startup that was built on Twilio.”
Connor Lee Jan 17, 2017 ▶ 3:00 EP 542: HipLead Hits $120k MRR Helping 30 Customers Get More Leads with CEO COnor Lee
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