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 22 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
Hurt: Apple privacy changes profoundly broke Facebook's ad targeting engine
“And of course they had invented the world's best ad targeting engine up until when Apple changed their roles and really broke that, that that engine pretty profoundly.”
Hurt: Competitors Alation and Collibra rely on slow on-prem releases
“Cause we're competing here primarily against Alation and Calibra, which are both primarily on-prem. Most of the revenue comes from on-prem and they come out with a couple of releases a year. We come out with over a thousand product releases a year, literally r…”
Hurt: Data.world made zero revenue until 2018 after raising $50M
“At Data. World we didn't even make a dollar of revenue until we had raised over fifty million dollars. And we didn't break a dollar of revenue until 2018.”
Hurt: Customer scaled from 12 Collibra users to 31K on Data.world
“Yeah, so that was one where they failed with Calibra and they never got- They never got over 12. Users. And with us, they're at 31,000 users.”
Hurt: Only three US retailers had customer reviews in 2005
“And to put that in a historical context, there were only three retailers who had customer reviews at the time in the entire United States.”
Hurt: CoreMetrics Lost 97 of 100 Customers in Dot-Com Crash
“We have a hundred dot com customers. We're ringing the bell all the time, winning new customers. And 97 of our customers went out of business in the dot com crash. And so I had a huge amount of scar tissue. We had to let go of two thirds of the people.”
Hurt: CoreMetrics Could Have IPO'd Instead of Selling Early to IBM
“Now, I will tell you that I wish that the CEO that took it forward didn't sell it so early. But you know, it had gone through some trauma. I mean, honestly, it could have been an IPO just a couple of years later.”
Hurt: Refused 50/50 equity split with Bazaarvoice co-founder Brant Barton
“I won't tell you where we ended up, but we did not end up at fifty-fifty, but I ended up with a much bigger equity stake.”
Hurt: Bazaarvoice IPO'd at $100M+ run rate using $10M net capital
“One is we had only raised twenty three million, and we had over a hundred million run rate with thirteen million left in the bank.”
Hurt: Bazaarvoice had second-most generous employee equity among SaaS IPOs
“We were the second most generous SaaS company by that time, 20 12 out of all SaaS companies had gone public before in terms of how generous we were with equity to all of our employees.”
Hurt: Goldman Sachs invested $40M in Data.world's $50M Series C
“The last round we raised was from Goldman Sachs. That was a fifty million dollar round. They put in forty million of that fifty million and we were oversubscribed on the remaining.”
Hurt: CoreMetrics sold to IBM for around $300M in 2010
“And then it exited to IBM for around three hundred million dollars in 2010. And that was my first significant exit.”
Hurt: Bazaarvoice had a $1B+ IPO, ranked top five in 2012
“But it was two years before bizarre voice went public and bizarre voices over a billion dollar IPO and one of the top five IPOs of 2012.”
Hurt: CoreMetrics reached approximately $30M in revenue by 2005
“I think it was around thirty million.”
Hurt: Former Bazaarvoice employees have founded over 60 companies
“It led to over 60 companies started by former Bizarre Voice people.”
Hurt: Data.world is split 50/50 between investors and internal stakeholders
“So we're about fifty-fifty owned right now between investors and internally.”
Hurt: Data.world has raised over $132M in total funding
“We've raised over a hundred and thirty-two million to date.”
Hurt: Data.world has over 2.1 million free community contributors
“Those are people contributing to the learning model.
That's just dated because that's an old TechCrunch article.
But yeah, that's now over 2.1 million.”
Hurt: ZenBusiness recently closed a round at a $1.7B valuation
“We're investors and his company, they recently closed around at 1.7 billion.”
Hurt: Invested in over 130 startups and 40 VC funds across 12 years
“We've invested in over a 130 startups in the past 12 years. We're in 40 VC funds as well.”