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 10 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

Opinion
Dorfbauer: A SaaS business cannot survive 5% monthly churn
“I mean, I really doubt that you can do a business with five percent churn.”
Florian Dorfbauer Oct 31, 2018 ▶ 11:57 1194 Screenrecord Testing Tool Hits $1m+ in ARR, Under 2% Logo Churn Monthly
Insight
Dorfbauer: Software integrations are the primary driver of SaaS churn cohort variance
“The main differentiator between the different churn cohorts is actually the integration plugged in.”
Florian Dorfbauer Oct 31, 2018 ▶ 8:03 1194 Screenrecord Testing Tool Hits $1m+ in ARR, Under 2% Logo Churn Monthly
Insight
Dorfbauer: SaaS customers churn less the more they pay
“But the general rule is the more they pay, the less they churn.”
Florian Dorfbauer Oct 31, 2018 ▶ 8:48 1194 Screenrecord Testing Tool Hits $1m+ in ARR, Under 2% Logo Churn Monthly
Assertion Not checkable as stated
Dorfbauer: Google uses Usersnap for internal product feedback across teams
“Google is using it to build internal products. So they put user snap on top of their internal projects and they give feedback back and forth between the different teams.”
Florian Dorfbauer Oct 31, 2018 ▶ 2:31 1194 Screenrecord Testing Tool Hits $1m+ in ARR, Under 2% Logo Churn Monthly
Assertion Not checkable as stated
Dorfbauer: Facebook uses Usersnap to build Internet.org across languages
“Facebook, for example, is using it to build the internet.org in different languages.”
Florian Dorfbauer Oct 31, 2018 ▶ 2:44 1194 Screenrecord Testing Tool Hits $1m+ in ARR, Under 2% Logo Churn Monthly
Assertion Not checkable as stated
Dorfbauer: UserSnap has scaled to almost 1,000 customers
“We have like almost 1000 customers out there.”
Florian Dorfbauer Oct 31, 2018 ▶ 6:38 1194 Screenrecord Testing Tool Hits $1m+ in ARR, Under 2% Logo Churn Monthly
Assertion Not checkable as stated
Dorfbauer: UserSnap generates slightly under $200,000 in MRR
“Less than 200.”
Florian Dorfbauer Oct 31, 2018 ▶ 6:55 1194 Screenrecord Testing Tool Hits $1m+ in ARR, Under 2% Logo Churn Monthly
Disclosure
Dorfbauer: UserSnap has raised $600,000 in total capital
“We've raised 600 K.”
Florian Dorfbauer Oct 31, 2018 ▶ 7:16 1194 Screenrecord Testing Tool Hits $1m+ in ARR, Under 2% Logo Churn Monthly
Assertion Not checkable as stated
Dorfbauer: UserSnap logo churn averages roughly 2% per month
“It's roughly two percent on average.”
Florian Dorfbauer Oct 31, 2018 ▶ 11:50 1194 Screenrecord Testing Tool Hits $1m+ in ARR, Under 2% Logo Churn Monthly
Assertion Not checkable as stated
Dorfbauer: UserSnap is growing revenue 2x year-over-year
“Growing, yeah two X.”
Florian Dorfbauer Oct 31, 2018 ▶ 15:35 1194 Screenrecord Testing Tool Hits $1m+ in ARR, Under 2% Logo Churn Monthly
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