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 9 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
Birnbaum: Salesforce relies on proprietary tech modern apps avoid
“The Salesforce platform is 20 years old, right? And if you ever had to use it, it's all built on Apex and Sokol and a whole bunch of very proprietary solutions that, that you know, modern apps don't really use it at this point anymore.”
Birnbaum: Legacy ticketing systems lack customer context and actionability
“When customers go to a company to seek support, most of the time companies are using a standard ticketing system. And those ticketing systems know very little about the customer, right? They a customer may email it, may email in, Hey, I have a problem with thi…”
Birnbaum: Kustomer achieved 40% expansion revenue in the current quarter
“If you're talking about churn, including expansion, then we've, our expansion is 40% this quarter, right?”
Birnbaum predicts Kustomer will 6x its revenue run rate in year two
“We'll, from year one to year two, we'll, we'll six X it.”
Birnbaum: Kustomer Will Tolerate Longer Payback Periods in Hyper-Growth
“We're going to get a little more aggressive. We're entering that hyper growth mode right now.”
Birnbaum in 2019: Elon Musk's Thai rescue mini-submarine was "amazing"
“I, I'm, I admire everything he does, including the most recent mini submarine that he and his team have put together to help the kids in Thailand. I know they didn't use it, but still amazing.”
Birnbaum: 80%+ of recent Kustomer deals are Enterprise or Ultimate
“80% or greater of our new deals in the last two quarters have been Enterprise or Ultimate.”