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 6 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
Casado: a16z portfolio includes four $100 billion companies
“Even in the Andreessen portfolio, I was just thinking off the top of my head, we have three companies that are at the 104 companies at the hundred billion dollar mark, right? I mean, there's Stripe, Databricks, Coinbase, OpenAI.”
Horowitz: Databricks refused on-premise customer demands to stay cloud-only
“And actually in so in entrepreneurial world, like we saw this with Databricks, where like they had a very clear vision of what they were going to be. And the audience wanted it on premise and they refused to do it because it was so contrary to their vision. Bu…”
Andreessen: Training state-of-the-art AI models costs $100M+
“To train us, you know, state of the art model, you're at a hundred million dollars plus. You know, to train a, you know, a big one, to train a small one, like the Databricks model that just came out. It's like on the order of ten million dollars.”
David George: Databricks counts all major AI-native companies as customers
“And then they have the big AI native companies all as customers.”
Zaharia: Databricks includes all engine improvements in open-source Spark
“It's the same Spark that anyone else gets in the open source. All the libraries, all the improvements we put into the engine, you can just download them and run them yourselves. Or if you want you know, you can talk to a vendor that provides support. Support o…”