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 6 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
Acharya: Coding agents dramatically lower enterprise software switching costs
“But now with coding agents, the complexity of transitioning from SAP to Oracle is dramatically lower, the speed, the risk. So that is how I think coding agents shows up in enterprise software, especially amongst public names. Decrease switching costs, more cus…”
Dines: Salesforce and SAP Will Limit AI Agents to Own Platforms
“What's the interest of Salesforce to provide amazing connections to SAP and vice versa? No, it's not. So they will focus on building agents that work specifically for workloads that stay within their platforms.”
Cohen: Salesforce and SAP revenues are currently declining, not growing
“If I look at the numbers, I think both Salesforce and SAP actually specifically now are not growing and in fact declining, right?”
Halligan: Shopify is the only SaaS stock outperforming Oracle and SAP
“If you go from that date and you look at you look at Oracle and you look at SAP, they're both growing, like, 230%. The only SaaS company since August 22 It's growing faster. Shopify. They're growing 300%. So they're outpacing HubSpot, Salesforce, Adobe Box, At…”