why aren't all 8 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
Opinion
Murdock: E2B and Docker lead in understanding AI sandbox infrastructure
“And if you look at E to B and you look at Docker, they're probably the two best at understanding all that stuff. So you start there because if you don't get the sandbox right, forget everything else.”
Insight
Murdock: Containers are not safe for AI tools and require sandboxes
“Containers aren't safe. You need sandboxes. This is why. The big container company, Docker said, Hey, themselves said containers aren't safe. You better put in a sandbox.”
Prediction Partly held up
Ibrahim: Container technology will replace VMware and traditional virtual machines
“In my area in particular containers are now the new thing. So you see companies like Mesosphere and Docker and CoreOS coming up and really Trying to supplement, but truly the, what they're trying to do is completely replace very, very large companies like VMwa…”
Disclosure
Gross: Wrote First Check into Docker but Got Recapped Later
“I was the first check into Docker. That's a whole nother story... I was in the first round with Docker. I mean, I remember meeting with Solomon and those guys at Founders Den on third, when it was like three people in a room. And yes, we did get recapped and I…”
Prediction Not checkable as stated
Sim: Docker is positioned to go public in the next three years
“Docker is, is, is from what you see out there is a company that can go public the next two years, two to three years.”
Assertion Partly supported
Fenton: Docker achieved developer ubiquity within a year of pivoting
“We would have never imagined that in less than a year, you know, Docker would achieve ubiquity, and now it's a, you know, household name for developers”
Assertion Supported
Fenton: dotCloud was subscale and unviable due to Amazon competition
“When we were in the business model of dot cloud, that wasn't happening. We were subscale. Amazon was competitive in a way that I think it was clear to some of us that the business was no longer viable.”
Disclosure
Jerry Murdock: Docker is transitioning toward a consumption-based AI pricing model
“One of my companies, Docker has been moving dramatically toward this as they move into AI, which is a consumption based model.”