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.

clear all ✕

why aren't all 6 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

Assertion Not checkable as stated
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.”
Eric Byers Oct 9, 2021 ▶ 1:27 Security Software Adolus Breaks $600k ARR, $4m Valuation
Assertion Not checkable as stated
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 Oct 9, 2021 ▶ 2:12 Security Software Adolus Breaks $600k ARR, $4m Valuation
Prediction Not checkable as stated
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 Oct 9, 2021 ▶ 7:23 Security Software Adolus Breaks $600k ARR, $4m Valuation
Assertion Contradicted
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.”
Eric Byers Oct 9, 2021 ▶ 10:04 Security Software Adolus Breaks $600k ARR, $4m Valuation
Assertion Not checkable as stated
Eric Byers: Adolus Seed Investors Own Approximately 20% of the Company
“About 20%.”
Eric Byers Oct 9, 2021 ▶ 12:21 Security Software Adolus Breaks $600k ARR, $4m Valuation
Assertion Supported
Byers: Adolus raised $800k in DHS grants before generating revenue
“We got U.S. Department of Homeland Security so Silicon Valley Initiative Program grants, about 800,000 dollars worth of research grants, so that kept us alive for the first couple of years.”
Eric Byers Oct 9, 2021 ▶ 2:39 Security Software Adolus Breaks $600k ARR, $4m Valuation
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