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 5 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
Lemkin: High-Flyer AI Valuations Are 'SolarCity on Steroids'
“It's solar city on steroids, and we're all here for it because we love AI, but it makes no sense.”
Weitzman: SolarCity succeeded as a financial innovator, not tech innovator
“SolarCity was not a technology company. They were a finance company that had convinced, I think it was JP Morgan, to amortize the value of a solar panel over 30 years, and they got them to underwrite the value of that.”
SolarCity paid Freshworks $1M annually across 13 separate team accounts
“बेशक, यह एक enterprise व्यापक सौधा नहीं था, लेकिन यह बड़े enterprise की एक team के लिए था, जैसे अगर आपको याद हो, Tesla ने जिस company को खरीदा था, वो दूसरी Elon Musk company Solar City थी, तो हमने तेरह अलग-अलग टीमें इसका उप्योग कर रही थी, वे हमें लगभग एक मिलिय…”
Freshworks expanded SolarCity from a 25-seat deal to nearly $1M ARR
“We entered SolarCity, I think with a 25 seat deal. And two years later when we hired our first president of sales in the US, he went and spoke to SolarCity. We found out that 13 different teams were using it, more than a thousand licenses. They were almost pay…”