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 13 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
Byers: Companies often do not know if they run SolarWinds
“Nobody you know, nobody has a silver bullet to solve a problem like solar winds, but what we've seen in our customer base and we've heard in government disclosures is the companies don't even know if they run solar winds.”
Byers: Adolus's $4M valuation was an absolute bargain in hindsight
“I think it was a bargain, actually. You know but, you know, I didn't have a crystal ball to know that President Biden would be releasing executive orders about supply chain. I didn't know that SolarWinds was going to happen, so it was, yeah, it was it was an a…”
Eric Byers: Adolus Counts Honeywell and Caterpillar Among Enterprise Contracts
“Our large contracts are, you know, our contracts include people like Honeywell and Caterpillar.”
Byers: Adolus customers pay between $5K and over $40K monthly
“Customers will pay as little as 5000 a month. Some of them are paying, oh, probably north of about 40,000 a month.”
Eric Byers: Adolus Has Three Primary Customers and Six Large Pilots
“We've got three primary customers and about six large pilots running right now.”
Eric Byers: Adolus Generates Just Under $600K in Annual Revenue
“We're doing a little less than 600,000 a year.”
Eric Byers: Adolus Forecasts Under $1M ARR by End of Year
“We're expecting to close probably two more pilots this year. And we expect to be somewhere below a million annual recurring revenue by the end of the year.”
Eric Byers: Adolus plans seed round followed by spring Series A
“We're probably going to, well, not probably, we plan to do over the next month or two on one more seed round and then go for an A this spring.”
Eric Byers: Software vendors are now regulated to supply SBOMs to US government
“I mean, just the dynamics of the supply chain software bill of materials market is, you know, a year ago, nobody knew what a software bill of materials is. Now people are regulated to supply them to the U S government.”