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 15 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
Gian: PacketZoom drastically reduces customers' traditional CDN bills
“Many of our customers are using traditional web CDNs like Akamai, Amazon, CloudFront, et cetera. Once they start using PackageZoom, this bill almost goes away, and they can replace it with a better service and all that. Technically, They don't have to change. …”
Gian expects 60% of PacketZoom revenue from partnerships
“This business is, ah, ah, relying heavily on partnerships, so I expect that a company like Packageo, ah, like Cotendo back in the days, like other startups I work with in this space, 60% of the revenue is going to come through partnerships.”
Gian: Mobile SDK infrastructure creates very high switching costs
“Once, once you're in, especially in the form of an SDK, switching costs are very high.”
Gian expects PacketZoom's gross margins to hit 95% via AWS reselling
“We're, you know, we're anything between I would say, 60 to 80. But it will be very different next quarter as we're becoming We're already an AWS partner, we're gonna become an AWS reseller, we're gonna get this price down, and we're, we have some great ideas a…”
Gian: PacketZoom charges between $400 and $4,000 per app
“400 to 4000 per application. That's what we're not in the 4000. Of course, you have to be a very popular game or retail application. The 400 is more reasonable if you have tens of thousands of daily active users”
Gian: Baseline Ventures and First Round Capital are PacketZoom's main investors
“So our main investors are baseline and first one capital.”
Gian: PacketZoom won Sephora, Glu Mobile, and Upwork as enterprise customers
“We started with enterprise selling. We were able to attract Customers like Sephora and Glue Mobile and Upwork”
Gian: ChinaCache sells PacketZoom exclusively in China
“We have one large partnership with China Cash. It's a large CDN public company selling us exclusively in China.”
Gian: PacketZoom is nearing $88,000 MRR and $1M ARR
“We're very close. And so that, that is well, it's the end of the quarter. We're already counting the days for the end of the quarter.”
Gian: PacketZoom operates with just three sales reps
“We're pretty much three sales guys, and, you know, the most senior guy has been with us for seven months.”
Gian uses MixRank to track competitors' mobile SDK installations
“I like a company called MixRank. They have pretty good data that helps me understand what's happening out there. Who's using who? What kind of SDKs are being installed in apps? What kind of SDKs are being removed from apps? That's a pretty fantastic data that …”