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
Disclosure
UiPath runs its marketplace on PlatformOS
“And they are now running their marketplace on our platform, as well as a whole bunch of other things.”
Assertion Not checkable as stated
PlatformOS annual gross churn has decreased to roughly 5%
“Oh, we haven't we probably have about a, it's down to around five percent and going less because of the annually.”
Assertion Not checkable as stated
PlatformOS boasts net revenue retention of over 120%
“I would say, yeah, I would say at the low, low end of a hundred, 120%. It's definitely just over.”
Disclosure
PlatformOS plans to seek strategic investment rather than venture rounds
“We, I think, you know, throwing some fuel on the fire would be useful in the year ahead and I think some strategic investment for them from the right type of people, and that may even be some of our large enterprise clients might well come in and say, Hey, we …”
Disclosure
Broadway: PlatformOS prices purely on usage like AWS
“It's purely usage. Very similar to the AWS model. So we just go based on how many computational cycles, how many API calls, how much data is uploaded.”
Disclosure
PlatformOS was completely bootstrapped without outside venture funding
“Bootstrapped. We have, we've been Putting our own money in as far as working hard, getting real customers, solving real problems, and working with it.”
Assertion Not checkable as stated
Broadway: PlatformOS has roughly 150 active live customer sites
“Active live, I would say a 150, about half.”
Assertion Not checkable as stated
Broadway: PlatformOS SaaS revenue is evenly split between SMB and enterprise
“So half of it's coming from the SMB mid-tier market, and half of it's coming from our enterprise clients.”
Assertion Not checkable as stated
PlatformOS enterprise clients pay up to $15,000 per month
“We've got a lot of solid enterprise clients, and they're monthlies or anything up to 15 K a month.”
Assertion Not checkable as stated
PlatformOS acquired all customers organically with zero paid advertising
“Well, everything so far has been organic, so we haven't done any formalized advertising.”