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 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
Flanagan: ChatGPT scrapes 1,500 web pages for every single referral visit
“Six months ago, it was 250 pieces of content scraped, and they give you one visit back. Today, it's 1500 pieces of content scraped, and they give you one visit back.”
Bek: Cloudflare projects agent traffic will exceed human traffic 1,000x in 5 years
“I think it was Cloudflare this morning said that in five years from now, we'll have 1000 times the amount of agent traffic to human traffic.”
O'Driscoll: Anthropic's revenue multiple is lower than Palantir's
“It's a much lower revenue multiple than Palantir. It's kind of comparable with Cloudflare for God's sake in the public markets.”
Randle: Top public SaaS platforms trade above 15x NTM revenue
“You have, I mean, Palo Alto, CrowdStrike, Cloudflare, Datadog, Palantir, all these companies trade above 15 times NTM revenue again.”
Prince: Baillie Gifford's average holding period is 16 years
“Like Bailey Gifford, who's, you know, one of Kleffler's, you know, top investors in a Scottish firm, their average holding period is 16 years.”
Cloudflare co-founder Lee Fahlberg was diagnosed with frontotemporal dementia in his 30s
“Instead, it turned out he had a pretty rare neurological condition called frontotemporal dementia. It's the same thing that Bruce Willis has, but, you know, Lee was in his thirties, which is extremely rare for something like this.”
Matthew Prince: Cloudflare's founding vision was to run the internet
“If you go and you watch the TechCrunch pitch, there's a judge at the end of it, and he asked, what's your vision? And I was like, our vision is to run the internet.”
Prince: Every pre-IPO Cloudflare investor generated at least 10x returns
“Everyone who bet on us pre IPO made at least 10 times the money that they invested with us.”
Henry Schuck: ZoomInfo was third highest-valued software company on relative basis
“Going into that earnings report on a relative basis, we were the third most valuable software company in the world. From evaluation purposes, snowflake, cloud flare, us”
Cloudflare designated Michelle Zatlyn as temporary CEO in public succession plan
“When we went public we had to go through, like, a succession planning exercise, you know, if Matthew gets hit by a bus who steps in as a CEO and the board decided, and I think this is publicly filed that, you know, Michelle would step in on a temporary basis a…”