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.
why aren't all 7 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
Moore: The TAM for Monolithic BI Platforms Like Domo Collapsed
“We just saw our TAM get completely crushed at RJ Metrics, because on one side, all this money is pouring in to companies that are doing exactly what we are doing, which is making it really, really hard to scale in an economically efficient way, but on the othe…”
Moore: Strategic Decisions Cost RJMetrics a $3 Billion Market Opportunity
“How ultimately I think a series of decisions led to us missing out on what was probably a two to three billion dollar market opportunity.”
Moore: The SaaS Sector Is Exiting a 'SaaS-pocalypse' Downturn
“There is a bit of the tail end of a SaaS-pocalypse going on where it has just been significantly more difficult to sell, to generate leads, to convert, to function in a ROI-positive, cash-efficient way than it was 18 months ago, 24 months ago, etc.”
Moore: Domo and Josh James Had Blank-Check Access to VC
“Domo, in particular, on the right was just raising as much money as they wanted at any given time. Josh James, the founder of Omniture founded Domo, and kind of had a blank check from a lot of VC firms.”
Moore: The Recent SaaS Downturn Mirrored the RJMetrics GTM Breakdown
“So, we get in this world where it goes from, like, too good to be true to too hard to handle, and that reminded me of, you know, twenty-twenty-one to twenty-twenty-three for most of these companies, right? Forget about raising cash. A lot of these strategies t…”
Moore: Stack Interoperability Is the Primary Factor for SaaS Buyers
“Their buying decisions are actually governed by what tools Are interoperable with the things they already have in their stack, which is probably the prominent buying determiner at this point for most software products, particularly in SAS.”