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 175 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 7 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
Every infrastructure startup pitches something Amazon, Microsoft, or Google could build
“Every pitch that I hear about infrastructure is ostensibly something that Amazon could do one day, right? Or Microsoft or Google”
Wolfe: Kymeta is the only board Bill Gates joined besides Berkshire and Microsoft
“It's the only company that Bill Was on the board of besides Berkshire Hathaway and Microsoft.”
Wunderlist maintained complete operational autonomy in Berlin after Microsoft acquisition
“Really nothing has changed. We're operating in Berlin. We're a solid team making decisions the same way we did before. Like I said, we, you know, we have freedom to do things exactly as we did in the past, but we have more help when we need it.”
Soltero: Microsoft will modernize email into a beloved medium within five years
“Over the next five years, we're here to make email awesome, and really take this incredibly powerful and pervasive medium that, that we often sort of complain about and hate and really turn it into something that people genuinely love and feel like it has adap…”
Microsoft bought Nuance for $20B+ and competed with Abridge
“And the first big competitor for us was Microsoft. They had bought a company called Nuance for 20 some billion some years ago, and they had a product in our category and we still compete with them in the marketplace.”
Tom Tunguz: Microsoft went public with $50M revenue and $2M fees
“Like I went back and looked at Microsoft, you know, you needed like fifty million in trailing revenue and six quarters of profitability to go public, right? And the cost to take a company public was a couple million bucks.”
O'Driscoll: Microsoft's capital expenditure has reached 25% of its revenue
“Microsoft CapEx as a percentage of revenue has crept up to 25%.”
Microsoft remains Databricks' largest commercial partner
“Ali and I did the deal with Microsoft, right? Which became kind of pretty historical, I think in legend. And it's still, you know, Microsoft's our, you know, biggest partner. It's a amazing partner for us.”
Big Four Tech Giants Generate $600B in Annual Operating Cash Flow
“You look at Google, Microsoft, Amazon, and Meta combined, I mean, they're doing six hundred billion of operating cash flow, just cash coming off the company every single year”
Lemkin: Microsoft Laid Off 3% of Its Workforce
“Microsoft laid off three percent of their company today.”
Microsoft is the Norwegian sovereign wealth fund's largest equity position
“Our biggest position is Microsoft. We have big, very big positions in you know, Nvidia, AMD. Alphabet. You name them, we have. Those are our biggest positions.”
Microsoft CEO Satya Nadella mentors Procore CEO Tooey Courtemanche
“I have the fortunate privilege of having Satya be a mentor of mine, and I am absolutely fascinated by the complexity of that business, and how he makes sense out of it all.”
Wood: FAANGs, Microsoft, and Nvidia made up nearly 50% of Nasdaq 100 in 2021
“Last year the market reached all-time highs in twenty-twenty-one as we were selling off, and it was the Fangs, it was Microsoft, it was Nvidia, and those, if you look at the Nasdaq 100, account for, account ed at that time, for nearly 50% of that index”
Haas: Masayoshi Son lost 90% of his net worth and recovered it
“Arm is owned by SoftBank. So, Masayoshi-san, who's, I think, in the top 50 most wealthy people in the world, in the year 2000, he was the wealthiest man in the world, I think, for, he likes the joke, for about 20 nanoseconds when the SoftBank stock was higher …”
Quarles: OpenTable Ran on an Old Microsoft On-Premises Database
“When I got into the company, we were at a point at which the software that we had inside the restaurant was an old Microsoft on-prem distributed database, like not in the cloud.”
Simons: Atlassian drew inspiration from Microsoft's platform ecosystem strategy
“We drew a lot of inspiration from Microsoft, which I think is a textbook case here.”
Clark: Winning a debate against Bill Gates was a Microsoft rite of passage
“And it was a rite of passage to be in a conference room with Bill and in a debate with him and win a point. Like, just to win a debate, right, was this major rite of passage.”
Clark: Microsoft's culture was insular and disconnected before Satya Nadella
“Microsoft before Satya was a little insular. Like, we're up there in the woods in Seattle, and we didn't really kind of get down to the valley very much, right?”
Satya Nadella allows Reid Hoffman to meet freely across Microsoft teams
“Satya feels perfectly comfortable having me meet with, like, everybody, like, people in company, product groups, and everything else, because he knows that I'm actually, in fact, very capable of giving that kind of advice and listening and so forth, without sa…”
Hartz: Microsoft and Amazon both IPO'd at $500M valuations
“If you look back at Microsoft in the 19 eighties or Amazon in the 19 nineties, one would maybe not recall that they went public at a five hundred million dollar valuation each”
Nozad missed massive returns by not maintaining pro-rata ownership in Danger
“Had we participated and kept our ownership after the initial investment, we would have made a lot of money through a half a billion dollar acquisition of Danger by Microsoft.”
Accompli had millions in enterprise pipeline before Microsoft acquisition
“At the time, We were very, very, very fortunate to already have, like, multiple millions of dollars of sales pipeline, and customers actually two in Europe, one in the UK, and two in the US, who were working with us very closely to really sign up and craft wha…”
Valade: Microsoft Paid the Acquisition Price Sunrise Asked For
“You just, you know, for us, you know, we knew that we had a price, and we got the price we wanted, and the vision were aligned, and we liked the people we met there, so, you know, we said, okay, you know, we should do it.”
Microsoft acquired calendar app Sunrise.am for $100 million
“Sunrise.am, which was recently acquired for a hundred million by Microsoft.”
Daniel Dines Saved $150,000 During Five Years at Microsoft Before Founding UiPath
“So in five years working in Microsoft, my old savings were like a 150,000 dollars.”
Google and Microsoft rejected Zaria Parvez's job applications out of college
“I've been rejected from big brands for jobs and I was applying out of college because I, my resume, I can send it to you after this, but it's definitely not a traditional resume. It's very different. It's very, it's unhinged. And my whole like life mantra was …”
Romanow: Bill Gates Owned 50% of Microsoft at IPO
“When Microsoft went public, Bill Gates owned half of that company”
Dan Lewis says Amazon influenced Convoy's culture more than Google
“I think the one that certainly influenced me the most, primarily because I was doing it right before I started Convoy, was Amazon.”
Buchheit: Microsoft's first product targeted only a few thousand potential customers
“Microsoft's first product was Altair Basic, which was a little basic interpreter for, or compiler for this computer called the Altair that had probably several hundred or maybe thousand possible customers.”