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 11 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
Arora: Compute costs have increased 2x to 4x over two years
“If I abstract, if I step back today there's not enough compute for what the world is demanding. Unequivocally not enough compute, right? You can't buy compute. Compute is costing two to three X or four X more than it used to cost two years ago. There's not eno…”
Nikesh Arora: Palo Alto Networks market share grew from <2% to 8-9%
“When I started at Palo Alto, we were less than two percent market share in the entire revenue of cybersecurity. We're closing in on eight or nine percent right now, right?”
Arora: The average time to patch a zero-day vulnerability is 55 days
“The average time to patch a vulnerability, a zero-day vulnerability found in the wild is 55 days.”
Arora: Snowflake, Glean, and Databricks are reshaping analytics with LLM data lakes
“I think the analytic world is getting reshaped already where you can see people like Snowflake or Glean or Databricks. All these people boast enterprise data lakes where you can bring the data and run LLMs against it and get you much more synthesized analytics…”
Arora: Masayoshi Son turned a $1 billion Vodafone deal into $40 billion
“He levered everything and bought You know, soft bank, mobile business from Vodafone, and turn that billion dollar investment into forty billion dollars.”
Arora: Largest cybersecurity player holds only 1% market share
“Why is it that the largest player has one percent market share? That is not the industry structure of any other industry.”
Arora: Top cybersecurity market leaders change completely every ten years
“The stars of 10 years ago are no longer the stars of today. So that's kind of very unique in cybersecurity.”
Arora: Average enterprise breach detection and response time is four days
“The average time to detect and respond is four days.”
Palo Alto Networks operates 150 million sensors globally to protect network perimeters
“Now we have a hundred and fifty million sensors in the world where we stand at the gate protecting our customers.”