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 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

Insight
Frontline workers will not independently download work-specific messaging apps
“Nobody's looking for another messaging or communication app to put on their phone from a user perspective, right? Like even, okay, but this one's work-based. Who cares? You know, I just want to text my buddy. I'm not incented to go put a new app on my phone ju…”
Stacy Epstein Apr 29, 2019 ▶ 8:53 1374 Your Dish Network Repair Man Probably Uses This $1m+ ARR Tool For Communication
Assertion Not checkable as stated
Zinc relies on outbound marketing because deskless software lacks inbound search
“And this is not a defined market, right? This is not something that's on PG&E's list to buy, right? And so, so they're not searching. They're not typing it into their Google browser. Like, we're still in heavy outbound Market awareness mode.”
Stacy Epstein Apr 29, 2019 ▶ 11:41 1374 Your Dish Network Repair Man Probably Uses This $1m+ ARR Tool For Communication
Insight
Workplace communication platforms need minimal customization because basic workflows are universal
“Generally a communication platform is used in generally the same way, right? Like any given user is going to be sending texts, receiving texts, being added to groups You know, being on a conference call, it's very to use. It's easy to implement. There's not a …”
Stacy Epstein Apr 29, 2019 ▶ 14:02 1374 Your Dish Network Repair Man Probably Uses This $1m+ ARR Tool For Communication
Assertion Not checkable as stated
Zinc never needed $250K deployment costs to land big enterprise deals
“250 K at this stage of a company of a cost is a really high cost. So I don't think that that, I mean, I can just tell you right out of the gate, that's probably not necessary to go land some of these big deals. We haven't had to do that.”
Stacy Epstein Apr 29, 2019 ▶ 15:51 1374 Your Dish Network Repair Man Probably Uses This $1m+ ARR Tool For Communication
Disclosure
Zinc contract values range from $10k to nearly seven figures annually
“Anywhere from 10,000 dollars a year annually to close to seven figures per year annually.”
Stacy Epstein Apr 29, 2019 ▶ 3:20 1374 Your Dish Network Repair Man Probably Uses This $1m+ ARR Tool For Communication
Disclosure
Zinc charges $10 to $20 per user per month
“10 to 20, depending on what they want, per user, per month.”
Stacy Epstein Apr 29, 2019 ▶ 3:38 1374 Your Dish Network Repair Man Probably Uses This $1m+ ARR Tool For Communication
Disclosure
Zinc has raised $16 million in venture capital to date
“We've raised sixteen million to date.”
Stacy Epstein Apr 29, 2019 ▶ 6:06 1374 Your Dish Network Repair Man Probably Uses This $1m+ ARR Tool For Communication
Disclosure
Zinc shut down its freemium model six months after launching
“We shut off freemium probably six months after we launched as zinc and basically said, Hey, you can do a free trial.”
Stacy Epstein Apr 29, 2019 ▶ 9:35 1374 Your Dish Network Repair Man Probably Uses This $1m+ ARR Tool For Communication
Assertion Supported
Zinc deployed thousands of Dish Network technicians in two weeks
“Thousands of technicians live at Dish Network in two weeks.”
Stacy Epstein Apr 29, 2019 ▶ 10:51 1374 Your Dish Network Repair Man Probably Uses This $1m+ ARR Tool For Communication
Assertion Not checkable as stated
Zinc has surpassed $1 million in annual recurring revenue
“Yes, we have.”
Stacy Epstein Apr 29, 2019 ▶ 16:47 1374 Your Dish Network Repair Man Probably Uses This $1m+ ARR Tool For Communication
Assertion Not checkable as stated
Zinc grew revenue between 100% and 150% over the trailing twelve months
“Between a hundred and a 150.”
Stacy Epstein Apr 29, 2019 ▶ 17:24 1374 Your Dish Network Repair Man Probably Uses This $1m+ ARR Tool For Communication
Assertion Not checkable as stated
Zinc has achieved 117% net revenue retention
“17%.”
Stacy Epstein Apr 29, 2019 ▶ 17:57 1374 Your Dish Network Repair Man Probably Uses This $1m+ ARR Tool For Communication
Disclosure
Zinc has about 70 enterprise customers
“Yeah, we have about 70 enterprise customers today.”
Stacy Epstein Apr 29, 2019 ▶ 8:21 1374 Your Dish Network Repair Man Probably Uses This $1m+ ARR Tool For Communication
Disclosure
Zinc serves between 10,000 and 100,000 user seats
“Between 10 and a hundred.”
Stacy Epstein Apr 29, 2019 ▶ 8:36 1374 Your Dish Network Repair Man Probably Uses This $1m+ ARR Tool For Communication
Disclosure
Zinc has a total team size of about 30 people
“We have about 30 people.”
Stacy Epstein Apr 29, 2019 ▶ 11:05 1374 Your Dish Network Repair Man Probably Uses This $1m+ ARR Tool For Communication
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