why aren't all 10 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
Insight
Newman: Optimizing cloud costs actually drives customers' total cloud spend higher
“We're trying to help you run it efficiently, but we never see a customer's actual spend go down. What happens is they run things so much more efficiently in the cloud that they move more workloads in. And so it may be more efficient, but your dollar spent, the…”
Insight
Newman: Organizations can achieve higher security in the cloud than on-prem
“You can really be very accurate, and you could be much more secure in the cloud because you can scan millions of ports and IPs and know exactly what's coming in and not.”
Insight
Newman: On-prem management tools fail in cloud due to transient infrastructure
“When you move into the cloud, all the tools that worked over there, they don't work in the cloud because there's fundamental differences. You don't have IP addresses that are around for months. They're gone in hours. So how the tool interacts with it has to be…”
Assertion Not checkable as stated
Newman: CloudCheckr achieves 145% annual net revenue retention
“We actually have a 145% net retention rates.”
Prediction Not checkable as stated
Newman: CloudCheckr will reach $40M ARR by early 2020
“Forty million dollars will be early 2020.”
Assertion Not checkable as stated
Newman: CloudCheckr's average customer MRR is $2,000 to $3,000
“Our average price is maybe 2003 thousand dollars a month MRR.”
Disclosure
Newman: CloudCheckr raised $50M from Level Equity
“Last year, we took a fifty million dollar investment.”
Assertion Not checkable as stated
Newman: CloudCheckr generates well over $1M in monthly revenue
“Yeah, much higher than that, but yes.”
Assertion Not checkable as stated
Newman: CloudCheckr CAC payback period is 8 to 9 months
“So it's now in the eight or nine month range, and it does grow because we're investing to keep our growth up.”
Assertion Not checkable as stated
Newman: CloudCheckr grew 85% year-over-year in 2017
“Last year we grew about 85%. Okay, that's the year before we tripled.”