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 2 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
VCs falsely assume subscriptions are the only path to predictable revenue
“I think that, you know, there's this fascination among the venture capital community with predictable revenue, and they immediately jump to the assumption that the only way it's predictable is if there's a subscription. Well, that's just not true.”
Olin Hyde Oct 1, 2017 ▶ 6:08 799: SaaS: How He Grew To $200k MRR, $2m Raised at $7m Cap
Opinion
Hyde argues 85% to 90% SaaS gross margins are completely unsustainable
“No, and I think that those margins, the really super high margins, 85, 90%, are not necessarily sustainable for the long run.”
Olin Hyde Oct 1, 2017 ▶ 11:44 799: SaaS: How He Grew To $200k MRR, $2m Raised at $7m Cap
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