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 2 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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
IBM acquired Red Hat because AWS was crushing them in public cloud
“This record acquisition by IBM of Red Hat is really all about Amazon Web Services crushing them in public cloud, them trying to make a play for hybrid cloud more aggressively and essentially draw a buffer line where they can be relevant and aspirationally they…”
Byron Deeter Jul 8, 2019 ▶ 7:35 20VC: Bessemer's Byron Deeter On Lessons From Investing in 14 $Bn Companies, What The Heck Is Going On In Cloud Today and Why Cloud IPO Floodgates Are About To Burst Open
Assertion Open · timeframe Jun 2026
IBM survived by acquiring Red Hat and HashiCorp
“IBM is still around because they went and bought Red Hat and HashiCorp, and now they're buying Confluent.”
Aravind Srinivas Jun 15, 2026 ▶ 1:18:10 Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
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