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 3 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

Prediction Not checkable as stated
Rampell: Adobe and Zendesk will sell fewer software seats due to AI
“Is Adobe gonna sell as many seats if now you don't have to hire as many graphics designers? Or is Zendesk going to sell as many seats if the, Software just answers all the queries. Like, the answer is no.”
Alex Rampell Dec 3, 2025 ▶ 6:50 Why AI Moats Still Matter (And How They've Changed)
Prediction Not checkable as stated
Rampell: Software incumbents like SAP and Adobe will grow stronger with AI
“Bill.com is gonna be a stronger business, Or SAP is going to be a stronger business, or Adobe is going to be a stronger business because of AI.”
Alex Rampell Jan 19, 2026 ▶ 12:46 The AI Opportunity that goes beyond Models
Assertion Partly supported
Unicode Voting Power Concentrated Among US Tech Giants, SAP, and Oman
“No, so of those 12, so of those 12, nine are U.S. Multinational tech companies. Oracle, IBM, Google, Yahoo, Adobe, Facebook, Microsoft, and Symantec. Then of the other three full voting members, one is the German software company SAP, another is the Chinese te…”
Jenny Lee Jan 2, 2019 ▶ 25:13 a16z Podcast | Not all Network Effects Are Created Equal
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