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 62 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
Benioff: Salesforce built the first AI operating without seeing customer data
“We were really the first AI that was built where it was able to operate on the data without us seeing the data.”
Liaw: Salesforce will pause major M&A while digesting Slack
“Now, I think Salesforce is probably going to be quiet for a little bit as they digest Slack.”
Mobile enterprise will produce a Salesforce-scale breakout within 5 to 10 years
“Under hyped for us, I think is mobile enterprise. I think you're going to see a lot of amazing companies come out in, in grow in the next five, 10 years both for desk and non-desk workers. You know, I think there's going to be A Salesforce Oracle type company …”
Salesforce discontinued RelateIQ's European clients after acquiring the CRM startup
“On the CRM side, we started with RelateIQ. Sadly, they got bought out by Salesforce, and they decided to discontinue their European clients, which was a bit annoying.”
Lemkin: HubSpot is 2.8x More Revenue-Efficient Than in 2021
“HubSpot, 2.8 times more efficient than 20 21. Salesforce, two times.”
Owner uses Momentum to automate Salesforce field entry from call transcripts
“So we use Momentum that looks at the transcript of every single sales call, and it fills in the Salesforce fields for the rep. It fills in their opportunity record, it updates the account, the person, it says whether or not the event was run or not, all of tha…”
Benioff Reaffirms Salesforce Almost Acquired Twitter
“We almost bought one. You probably remember we almost bought Twitter.”
Lemkin: Salesforce's revenue growth has decelerated to 7 percent
“It's not that fun to see Salesforce now decelerating to seven percent.”
Lemkin: Salesforce lost $50 billion in market capitalization overnight
“Salesforce lost fifty billion dollars in market cap.”
Salesforce created $48M in daily shareholder value during its second decade
“Over that same period of time, they had generated something like forty eight million dollars of shareholder value”
Benioff: Salesforce pledged 1% equity, product, and time at founding
“When we started Salesforce, 25 years ago, we put one percent of our equity, one percent of our product and all of our employees time, one percent of our employees time into a foundation.”