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 4 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

Assertion Not checkable as stated
Global 2000 buyers require enterprise procurement rather than self-serve SaaS
“And those companies won't be just putting in a credit card and ordering 500,000 dollars worth of a product on our website. These are contracts that go through long negotiation cycles, they go into procurement, and we got this advice in the beginning many times…”
Florian Leibert Jan 19, 2018 ▶ 5:28 20VC: Why You Should Not Always Listen To Your Investors, The Pros and Cons of Strategic Investors & How To Approach Operational Efficiency with Scaling with Florian Leibert, Founder & CEO @ Mesosphere
Assertion Supported
Data volume grows at 40% annually, driving edge computing demand
“So the data is growing at 40% compounded annually, and you just won't be able to just put all of this data into a centralized system.”
Florian Leibert Jan 19, 2018 ▶ 19:12 20VC: Why You Should Not Always Listen To Your Investors, The Pros and Cons of Strategic Investors & How To Approach Operational Efficiency with Scaling with Florian Leibert, Founder & CEO @ Mesosphere
Assertion Supported
HPE resells VMware despite majority ownership by competitor Dell EMC
“And I think if you look at HPE, for example, they also resell VMware, even though VMware is mostly owned by Dell EMC.”
Florian Leibert Jan 19, 2018 ▶ 8:24 20VC: Why You Should Not Always Listen To Your Investors, The Pros and Cons of Strategic Investors & How To Approach Operational Efficiency with Scaling with Florian Leibert, Founder & CEO @ Mesosphere
Assertion Supported
Sales represents 40% of expenses at public software infrastructure firms
“If you look at the large public Software infrastructure companies, sales oftentimes makes up 40% or so of their expense”
Florian Leibert Jan 19, 2018 ▶ 15:48 20VC: Why You Should Not Always Listen To Your Investors, The Pros and Cons of Strategic Investors & How To Approach Operational Efficiency with Scaling with Florian Leibert, Founder & CEO @ Mesosphere
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