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
Derek Steer: $500M mega-rounds are defensive plays to declare category winners
“Once you get into rounds that are this, as big as like this five train round, you know, five hundred million bucks. Part of that investment is defensive where you were essentially declaring yourselves the winner of the space and like excluding other folks from…”
Buying developer communities fails because technical audiences reject corporate takeovers
“I mean, so for our audience, authenticity is critically important. I think that's true for technical audiences in general. People just smell sales and that kind of thing. And nothing feels worse to me than buying a community, right? Like it just, well, I don't…”
Steer: Companies where two-thirds of staff joined recently are always operational disasters
“Because in the companies I've been in, where I look around and two thirds of the people arrived at the company in the last year, It's an operational horror show. It always is.”
Steer: Corporate blogs have lost value for analytical content
“People don't go there for, you know, analytical content anymore. They go there for the product announcements and that kind of thing, and so in order to do this right, I'm gonna start a new brand. I'm gonna do this on Substack instead”
Steer: Workflow virality, not Mode's product alone, drives strong NDR
“A big part of what drives our strong net dollar retention is just the natural virality of the workflow, right? It's not even our product. It's the workflow that we are attached to.”
Steer: Startups should bring in strategy facilitators at 30 to 40 employees
“I think it's probably never too early for this to really like think deeply about the strategy and then kind of codify that into quarterly cadence and goal setting. I would start maybe as early as like 30 or 40 employees doing this kind of thing with a facilita…”
SQL books fail analysts by focusing on setup over SELECT queries
“The big problem with SQL as it was taught, like if you were to go buy a SQL book at that time, and maybe even still today it's focused on software development, which means that the first chapters are going to be about setting up your database, getting data int…”