why aren't all 16 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
Shamia: Five9, inContact, Genesys, Avaya operate in maintenance mode
“You know, five, nine in contact, Genesis, Avaya are the main competitors. Most of them are more maintenance mode than an innovation.”
Assertion Not checkable as stated
Competitors in the contact center space invest maximum 15% in R&D
“Most of our competitors in the cost of the space wouldn't invest more than 15%.”
Insight
Shamia: Co-founder departures are healthier than staying in conflict
“In the best of companies as you mentioned, founders some founders leave, and they usually do because either they don't find what they do exciting enough, or they couldn't find themselves in a position where they can make the same impact they did in the early s…”
Insight
Top SaaS companies typically cap out at 120% net revenue expansion
“I think best of breed companies do over a hundred percent, so they don't lose revenue, and the best companies will get to typically one 10 to one 20. It's pretty hard to get much more than this just because of natural growth of companies et cetera.”
Prediction Didn’t hold up
Talkdesk plans to raise a new funding round in 2017
“We're definitely going to raise around sometime this year”
Disclosure
Talkdesk charges up to $125 per seat plus $40 for telephony
“The per user cost per month is between 65 dollars to one 25 dollars, depending on the depending on the subscription. Then the typical customer will spend another 30 to 40 dollars on telephony a month.”
Assertion Partly supported
Shamia: Call center market is $22B dominated by legacy incumbents
“The call center space is a twenty-two billion dollar market. It's still dominated by old players like Avaya and Cisco and Genesis that sell the same system for 2030 years.”
Assertion Not checkable as stated
Shamia: Talkdesk crossed $1M ARR before he joined as COO
“No, it did break the million dollar AR, which was amazing to me. Seeing such a small team doing so well was again, one of the other attractive, attracting points to talk to us because.”
Assertion Not checkable as stated
Talkdesk CEO Tiago Paiva was the sole salesperson for two years
“In the first two years of the company or a year and a half after selling the product, because the product was actually sold maybe from the mid-twenty 13, even after the first day of the company, Tiago was the only salesperson. He was running around positioning…”
Assertion Not checkable as stated
Talkdesk reaches roughly 1,200 business customers
“About 1200.”
Assertion Not checkable as stated
Talkdesk platform scales to approximately 50,000 total seats
“It's about 50,000.”
Assertion Not checkable as stated
Talkdesk operates at net negative revenue churn
“So we're definitely in a net negative churn world.”
Assertion Not checkable as stated
DoorDash grew from 40 to 800 seats on Talkdesk
“The size was probably 40 seats, and they're now at 800.”
Assertion Not checkable as stated
Talkdesk operates with 250 employees, 50% in R&D
“We're about 250 people in the company. About half of them are in R&D.”
Disclosure
Talkdesk has raised $24.5M in total funding
“24 and a half million.”
Disclosure
Shamia: Talkdesk's customers range from 3 to 850 users
“We have customers with three users, and we have customers with 850 users”