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.

clear all ✕

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

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…”
Maha Ibrahim Apr 27, 2015 ▶ 18:58 20 VC 031: Investing in Gaming, Luxury Goods and Disruption with Maha Ibrahim, General Partner @ Canaan Partners
Assertion Not checkable as stated
Global 2000 buyers require enterprise procurement rather than self-serve SaaS
“And those companies won't be just putting in a credit card and ordering 500,000 dollars worth of a product on our website. These are contracts that go through long negotiation cycles, they go into procurement, and we got this advice in the beginning many times…”
Florian Leibert Jan 19, 2018 ▶ 5:28 20VC: Why You Should Not Always Listen To Your Investors, The Pros and Cons of Strategic Investors & How To Approach Operational Efficiency with Scaling with Florian Leibert, Founder & CEO @ Mesosphere
Assertion Supported
Data volume grows at 40% annually, driving edge computing demand
“So the data is growing at 40% compounded annually, and you just won't be able to just put all of this data into a centralized system.”
Florian Leibert Jan 19, 2018 ▶ 19:12 20VC: Why You Should Not Always Listen To Your Investors, The Pros and Cons of Strategic Investors & How To Approach Operational Efficiency with Scaling with Florian Leibert, Founder & CEO @ Mesosphere
Insight
Sales execution is as critical as product development for technical founders
“So I came out of engineering, and I never really understood how important sales in a company is. I guess my naive way of going into starting a company in enterprise sales was that if you build a great product, it's going to sell itself. But sales is super impo…”
Florian Leibert Jan 19, 2018 ▶ 20:06 20VC: Why You Should Not Always Listen To Your Investors, The Pros and Cons of Strategic Investors & How To Approach Operational Efficiency with Scaling with Florian Leibert, Founder & CEO @ Mesosphere
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