Public evidence record
Published podcast speaker
Books, apps, and tools
book / uses
“We read a bunch of Ben Thompson and we read Good Strategy/Bad Strategy, and we're like, we're going to turn this company around using strategy. So we wrote this detailed memo full of his data science and my crazy ideas on how we can actually turn the company around by adding monthly space and competing more at the margins with companies like WeWork and Knotel.”
app / likes
“What I love Not Boring to be a big and lasting thing that builds actual products and does things that outlive me, 100% I would love that.”
Claim ledger
8 transcript-backed records
01 / evaluation
“I've written about the company, but this is a point that I am taking from Twitter, which is that somebody said it is the worst UI/UX customer experience in the biggest market out there and they have the best solution with iBuying.”
02 / evaluation
“Even figuring out how to price the round, figuring out what should go into the term sheet, spending time negotiating that, and then being on a board, God forbid. It actually just doesn't work with my strategy because it is a house of cards already, where you move one thing and the whole thing breaks.”
03 / evaluation
“We traded pretty actively and made some of the dumbest trades in the history of the world. I think I bought Tesla during that summer at $29 and sold it.”
04 / evaluation
“It was that I lied all semester and said that I was doing really well in the class. So I thought that was the best parenting lesson that I could have ever received because it was a really good lesson both in honesty and in work ethic.”
05 / evaluation
“He went on The Twenty Minute VC with Harry Stebbings and talked about being this connective tissue between different apps and what the next level of integration looks like for Slack. That would've been an amazing way to do this (I think) to be able to just embed Slack in different apps because, to your point, everything that they've done that seems really simple that makes chat seem really simple is really, really hard.”
06 / evaluation
“Slack just reported their numbers and they grew (I think) from 380,000 Slack Connect endpoints to 520,000 Slack Connect endpoints in the last quarter alone. This has been a huge area and focus for the business (maybe in retrospect) running up for a Salesforce acquisition because this certainly does make them a lot more attractive as—like Ben Thompson called it—The Work Social Network.”
07 / evaluation
“To me, that's the big risk because there's one collaboration software that people interact with directly, and then to the next generation of Slacks that are built more for this world where we all have to be collaborating with whatever that software is as the central hub, versus as something that we chat with each other on in the office.”
08 / evaluation
“I would say that Microsoft Teams has about 10 times the number of users as Slack crossed (maybe) 100 million user range recently, whereas Slack’s in that 12 million range and haven't really reported numbers recently on that.”