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 Supported
Patel: Cisco Generated Hundreds of Millions by Natively Integrating Microsoft Teams
“Like one of the best things we've done in the past five years is we've completely opened up to our competitors and like, for example, Microsoft Teams is a huge competitor for us. And we partnered with them and have them run on natively on our devices. Hundreds…”
Jeetu Patel Aug 6, 2025 ▶ 38:42 From the Dot-Com Crash to the AI Era: How Builders Survive Waves of Disruption
Assertion Supported
Levine: Cumulus Networks matches Cisco and Juniper performance on commodity hardware
“What they are doing is taking commodity hardware, putting a layer of Open source and closed source software on top of commodity servers and turning that into a new switch that is as fast as is, you know, as capable as some of the most proprietary systems that …”
Peter Levine Jan 2, 2019 ▶ 8:07 a16z Podcast | Datacenter of the Future
Assertion Supported
Gedmark: Global broadband data demand grows 33% year-over-year
“The world's demand for broadband data has been growing at an insane exponential rate. 33% year-on-year growth, and that is just showing no signs of stopping.”
John Gedmark Feb 6, 2023 ▶ 5:24 A New Golden Age of Space with John Gedmark
Assertion Supported
Cisco acquired AppDynamics for $3.7 billion right before its IPO
“The first voice you'll hear is Jyoti's, followed by Satish's, talking about the initial insight behind AppDynamics, which was acquired by Cisco last year for 3.7 billion dollars. The night before it was set to go public.”
Sonal Chokshi Feb 26, 2019 ▶ 1:15 a16z Podcast | Product-Market SALES Fit (What Comes First?)
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