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 4 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
Lemkin: Only two SaaS companies have gone public since late 2021
“I'm concerned that we've only had two SaaS-ish IPOs since twenty-twenty-one. We've only had two since HashiCorp was the last one of the bubble of December of twenty-twenty-one, right? Just got bought for IBM. If only had two, we've only had Klaviyo and Rubrik.”
Emil Michael: No US consumer tech company operated in China before Uber
“Think about what consumer tech companies operate in China. Zero. There was, there's enterprise tech like Hewlett Packard and IBM and all those guys, but no one else had done that.”
IBM's engineer-to-designer ratio dropped from 72:1 to 8:1 in five years
“For IBM, for example, we saw a shift from 72 engineers to every one designer in 2012. Again, 72 engineers to every one designer. And then in 2017, five years later, they were at eight engineers to every one designer across the company. And on mobile, they were…”