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 11 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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
Founders who outsource engineering to firms like Accenture are not serious
“When I find a founder that thinks that engineers are somebody you can just do a contract with Accenture or somebody. I'm like, you're not serious about this. Come back. If you decide to get serious.”
O'Driscoll: IT consulting and systems integration are prime targets for AI disruption
“The core business they're in that, you know, 99%, 90% of their revenue is other consulting, and there are few markets more primed for disruption by AI than consulting in general, because it's wide-collar work. It's very, it's already been outsourced. That's wh…”
Levie: Enterprise AI preparation represents 10 years of work for Accenture
“That is like what I just described right now is 10 years of work for Accenture in every enterprise on the planet or the next gen Accenture that does this in particular industries or workflows.”
Stebbings: IT consultants will out-earn foundation models in short-term revenue
“I think they will be more revenue generative than the foundation model companies in the next two to three years, as they often are in early stages of kind of cycles.”
Fitzpatrick: Palantir uniquely foresaw the necessity of forward-deployed engineering
“I think I call out Palantir because I think they realized 10 years before the rest of the kind of tech market that forward-deployed engineering and customization would be important, and I think that was a very countercultural leap at the time. You know, I, cau…”
Eisenberg: Outcome-based pricing will rapidly enter the software market
“And I think the consultants like Accenture and McKinsey are the leading edge of this. But I think it's going to come into software very, very quickly.”
Accenture CTO: Enterprise AI adoption is faster than internet or mobile transitions
“If you talk to Paul Doherty, who is the CTO of Accenture, and he's been at Accenture for three decades, he says he's never seen anything grow this fast inside big businesses, right? So if you think about headcount, think about budget, like any metric you can t…”
O'Driscoll: AI efficiency gains will cut white-collar service costs by 20%
“If consulting or any of these companies, any of these white-collar jobs are 20% more efficient with AI, Then everyone should adopt it, and then everyone will be, then the cost of those white-collar jobs, like audit, should be reduced by 20%.”
Stebbings: Accenture posted $2.4B in revenue while OpenAI posted $2B
“Accenture posted 2.4 billion in revenue and OpenAI posted two billion in revenue.”
Wand: Legacy backend costs made pre-cloud insurance startups financially unviable
“Anything you wanted to do in insurance, you needed to set up a full back-end system. I guess you could get companies like Guidewire, get Accenture, get Oracle Database Nine, or whatever was in that sense, you know, the options. That would have cost you hundred…”