Ted Glasnow

it's hard, as Salesforce, to re-architect your entire platform to be built on top of this notion of a cloud data warehouse, especially when all these other vendors have already built tools on top of your own platform. I'm not sure how you go from point A to point B there. 

In Asia, for example, where fermented products like soy and so forth have been around forever, it's received better.

A wedge is simply a strategy to win a large market by initially capturing (1) a tiny part of a larger market or (2) a large part of a small adjacent market.

‍I believe [the positioning statement] exercise is not only pointless but potentially dangerous.

The five essentials ingredients to any company strategy document are:1. Mission - What are you meant to achieve2. Vision - What does it look like once you’ve achieved it3. Goal - How do you concretely know you’ve achieved it4. Strategy - What is the path to achieving it5. Strategic pillars - Three to five key bets that the company needs to make

If demand can only buy more from the supply side once they sell the goods because of balance sheet limitations, then payment terms are really important.

A CMO is unnecessary until after Series B