why aren't all 42 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 Contradicted
Schneider: Salto syncs SaaS configurations, whereas Zapier just moves data
“If you think about Zapier that you just mentioned, they are connecting more the data at Move. We are connecting the configuration of all those tools, and we are synchronizing the configuration. So if you think about this, there are three parts here. There is t…”
Opinion
Reale: iPaaS tools like Zapier struggle with human approval workflows
“Those kinds of companies won't do very well with the approval and rejection part of a workflow.”
Assertion Supported
Foster: Zapier has grown profitably on customer revenue since 2012 $1M seed
“We did do a small round when we were first getting started, so we went through Y Combinator and then raised I mean, what today is a modest seed round, about a million dollars in September, twenty-twelve. But since then, we've grown profitably and on customer r…”
Opinion
Dhillon: SnapLogic is the enterprise equivalent of Zapier and IFTTT
“So yes, I would say we're the industrial version of some of these toys out there. And you know, we do a pretty good job on the industrial end of it.”
Assertion Supported
Shipyard processes terabyte-scale bulk data whereas Zapier focuses on row-level triggers
“Zapier and other tools, they focus a lot on if this and that logic. They do things that are very specific for one row and reacting to it. For us, it's more about bulk data processing. So being able to handle gigabytes to terabytes of data and process and move …”
Insight
Latka: Founders should never charge for features driving viral growth
“You don't want to charge for what's driving your viral coefficient. It's why Zapier doesn't charge by number, like they charge by number of zaps. For a reason, not by number of things you've connected.”
Opinion
Latka: Zapier is a basic 'kitty toy' for workflow automation
“Zapier is like, you know, the kitty toy that anybody can use, but people want a lot of custom stuff built on top of it.”
Insight
Boscovic: Most SaaS innovation addresses legacy systems relying on CSVs
“There's no cute API that you can connect to. To get your data automatically synchronizing via Zapier in when you're coming from a system that was built 20, 30 years ago. And that's where the majority of SaaS innovation is happening, right? We're solving these …”
Disclosure
Closem relies on Zapier and third-party tools for most software integrations
“That's via Zapier.
Connect to Zapier.
Yeah, or Connectly, or ConnectZit, or Pavly. So there's a whole bunch of folks who have been building integrations for our product and, you know, you can hook it up to anything.”
Disclosure
Hager: Clutch partners with backend platforms like Shopify for ecosystem distribution
“So instead of doing what Webflow and Wix and Squarespace did, where they give you both a front end to backend and then pit themselves against WordPress and Drupal and Shopify, We reached out to the Shopify's, the Drupal's, the WordPress's, the Contentful's of …”
Assertion Supported
Foster: Zapier passed $50 million in ARR
“We passed fifty million.”
Assertion Not checkable as stated
Foster: Zapier has over 100,000 paying customers
“We have over a 100,000 paying customers today.”
Assertion Supported
Foster: Zapier has raised right at $1 million in capital
“Right at a million.”
Assertion Not checkable as stated
Foster: Zapier customers almost never churn to enterprise tools like MuleSoft
“And very rarely, I can't even think of a time when someone said, you know, I'm stopping using Zapier. I'm going to go start using something like a MuleSoft.”
Opinion
Foster: Y Combinator continues to add value to Zapier at scale
“We went through YC, a big stakeholder for us, one of the larger stakeholders for us, and they continue to just provide a lot of useful value, even at the stage that we're at.”
Opinion
Elastic.io Targets Professional Integrations Compared to Zapier's Simpler Use Cases
“The Zapier is what's called integration software as a service. So they are more focused on predefined ready to use simple scenarios where integration platform as a service, we are working with a more comprehensive use cases, high value use cases, which is in t…”
Assertion Supported
Foster: Zapier has 60,000 paying customers
“The latest public numbers we've shared is 60,000 customers using Zapier.”
Assertion Supported
Foster: Zapier passed $20M ARR as of May 2017
“We announced in May we passed twenty million ARR.”
Disclosure
Foster: Zapier reached its massive scale using zero paid marketing
“So, today, no. We're getting ready to start experimenting with it, though.”
Assertion Supported
Foster: Zapier has over two million users on the platform
“We've got over two million users on the platform.”
Assertion Not checkable as stated
Foster: Zapier Achieves Net Negative Revenue Churn Year Over Year
“Yep. Right at it.”
Assertion Not checkable as stated
Doherty: Automated follow-up emails recover 15% of unbooked Credo leads
“But we send them this email 10 minutes after, automatically, if they haven't converted, this stays about 15%. Of leads. About 50% of people that did not schedule. About 60% do, and then there's another 40%, and we save 15% of that 40%.”
Assertion Not publicly verifiable
Weiss: Open-source OPAL is used in production at Tesla, Zapier, and Accenture
“And while Opal is a very young project, it's not even a year old. It's already being used in production in amazing companies like Tesla, Zapier, Accenture, and others.”
Assertion Supported
Zapier-owned MakerPad uses Disco to power its entire learning community
“Really big now organizations are using us, like MakerPad, which is the largest no-code school. It's owned by Zapier. We are the OS for their entire learning community”
Opinion
Cindrić: Zapier and MuleSoft target no-code solutions over developer APIs
“The services you mentioned are more geared towards no-code solutions rather than actual developer created APIs.”
What-if
Le Cunff: Ness Labs could not exist today without Zapier
“I think Zapier is probably the glue for everything, and I would not be able to have the platform I have today if I didn't have it.”
Assertion Supported
Foster: Eight of Zapier's First Ten Employees Remain at the Company
“You know, of our first 10 employees, eight are still here.”
Assertion Not checkable as stated
Foster: Zapier's monthly logo churn remains sub-5%
“Yeah, that's right.
More or less.”
Assertion Not checkable as stated
Foster: Zapier's average revenue per user exceeds $20 monthly
“Yeah, we've raised it quite a bit. So we're doing a little better than that, but in the ballpark.”
Insight
Foster: Users do not join Zapier for internal utilities, but retain for them
“Users don't come to Zapier for these things,
But they stick around for them, which are things like our filters, our formatter, our code steps, our delay steps, our scheduler, our email parser.”
Disclosure
Foster: Zapier has kept early investors on its cap table
“No, they're still on the cap table.”
Assertion Not checkable as stated
Foster: Zapier has broad Fortune 500 usage through bottoms-up adoption
“We do have customers across a Fortune 500 broadly, so we have lots of enterprise usage, but it's very much a bottom-up, bottoms-up product-driven sale.”
Opinion
Elastic.io positions itself between Zapier and MuleSoft on enterprise complexity
“It's somewhere between Zapier and MuleSoft, I would say. So we are more complicated, more flexible than Zapier but let's say less comprehensive or let's say less broadly spread across the different industries than MuleSoft and less enterprises than MuleSoft.”
Opinion
Hexton: Zapier and MailChimp combinations are too fragile for mid-market companies
“We're built from the ground up to sit on top of that, like, raw, rich event stream that segment sends. So you're not really It's just less cobbled together, and if you're a serious mid-market plus company you know, you want robustness, you want to be able to s…”
Assertion Supported
Latka: Zapier has 60,000 customers and over $1.2M in MRR
“60,000 customers doing 1.2 million bucks a month, much higher actually, but yeah. That's where they are now.”
Disclosure
Jitterbit's average customer pays approximately $50K annually
“I would say the average is in the 50,000 per year range, which is why we're not similar to a Zapier, but similar to a Mule.”
Disclosure
Foster: Zapier sends weekly new apps email to 1M+ subscribers
“So the way we do this is we have a Wednesday, every Wednesday we send out a what's new on Zapier piece. And this is something our users love getting because they love learning about new apps. It's to their advantage. They want this. And so if you have somethin…”
Assertion Supported
Foster: Zapier operates as a 100% distributed team of 110 people
“So zap your day is about a 110 people. All across the world, we're a hundred percent distributed team, which is a bit unique.”
Insight
Foster: Zapier's primary LTV driver is users triggering their first Zap
“For us, it's like setting up a zap and having it like do its first thing. Like as soon as it does that first. Yeah. Fire once. It's like, oh my God, this thing is amazing. Right. But you know, if they don't get to that point, like if they trip up along the way…”
Assertion Not checkable as stated
Foster: Average Zapier customer pays about $20 monthly
“About 20 bucks a month.”
Assertion Supported
Foster: Zapier integrates with approximately 900 apps
“We hook into about 900 different apps and let people set up automations between them.”
Assertion Not checkable as stated
Fredrickson: Stowaway runs a real-time BI dashboard using Google Sheets and Zapier
“We have a business intelligence dashboard that's run through Google Sheets using Zapier that integrates all of our business data. So we have a real-time look at what's going on. So Stripe sales data, CRM, NPS scores, Google Apps.”