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 7 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 4 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
Management software will commoditize into standardized horizontal tools across industries
“And I think as part of, for my vision is to commoditize the management software market. When you see that as a commoditization, I think everybody will use the same CRM, the same accounting, the same website builder. It doesn't have to be dedicated to one indus…”
Odoo will displace SAP within 10 to 20 years
“First, I think it's just a matter of time. I think I don't know how they can survive to what's coming in from them. We have so much advance, years in our head, we are stealing so much clients to them, that it's just a matter of time for me. But it's gonna take…”
Odoo will never sell to an industrial buyer
“We will never sell. At least industrial exit. So it's clear.”
Management software market will consolidate to two or three players
“I do believe that management software will follow the same trends. Today, there are plenty of factors. But in the future, such technology will be so will be a commodity, like so much mature that there will be one, two, or three players that will have the world…”