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.

clear all ✕

why aren't all 5 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
Diaz: Velocity is the only true sustainable competitive advantage
“More opportunities, resources, and tooling reduces the barrier to entry. Increases competition, resulting in velocity being the only true sustainable advantage.”
Ariel Diaz May 29, 2023 ▶ 7:54 Why Velocity is the #1 Sustainable Advantage
Insight
Diaz: SaaS category creation head start has shrunk from years to months
“Category creation. Used to be maybe, ah, a multi-year head start. Now it's a few months. Right? The number of categories, we have three competitors, a vendor here, we've got multiple people in the security and kind of SOC to automation here. So that head start…”
Ariel Diaz May 29, 2023 ▶ 14:20 Why Velocity is the #1 Sustainable Advantage
Assertion Not checkable as stated
Diaz: Vendr processes a couple percentage points of all SaaS spend
“So we see about a couple percentage points of all SaaS spend at vendor that we help process, and we help leverage that data to help our customers save money, to help find the right products.”
Ariel Diaz May 29, 2023 ▶ 3:21 Why Velocity is the #1 Sustainable Advantage
Disclosure
Diaz: Vendr seeks new product-market fit despite $200M raised and 400 employees
“We're a post-product market fit, you know, raised two hundred million dollars you know, 400 person company, but one of our OKRs for this year includes finding product market fit in this new initiative.”
Ariel Diaz May 29, 2023 ▶ 9:13 Why Velocity is the #1 Sustainable Advantage
Assertion Not checkable as stated
Diaz: SaaS vendors grew 25% in project management, 30% in analytics
“The number of vendors, let alone the growth rate, has increased 25% year over year. So you, and that's a mature category. In digital analytics, it's been, it's increased 30%.”
Ariel Diaz May 29, 2023 ▶ 13:27 Why Velocity is the #1 Sustainable Advantage
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