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
Fraden: Enterprise AI spending has reached $700 billion and is growing
“There's like, seven hundred billion dollars being spent in enterprise AI. It's growing very, very quickly. It's gonna keep growing quickly.”
D'Amico: Top-Paying Clients of Analyst Firms Are Often the Most Dissatisfied
“And I will also add to that some of the people paying the companies the most amount of money are the most pissed off.”
Casado: VMware was the only software vendor in Gartner's hardware quadrant
“Number one, this is a hardware quadrant. It's the only pure play software company ever.”
Ashatosh: 2015 Gartner expo floor had virtually no hardware vendors present
“In fact, at the Gartner event, what is fascinating? Was the entire floor. There was not a single hardware vendor except a small booth by EMC, and even small booth by Pure Storage, because I guess they were going public and they had a token show that. There was…”
Casado: Industry analysts matter for down-market buyers, not early adopters
“Like when you're dealing with like the early adopters, like the first adopters, they don't really listen to analysts because they're often like kind of wild west and they'll engage with you directly. But as soon as you go down market, like Gartner is really im…”
Lakhani: Tech Analysts Emerged to Decode IBM's Opaque Market Position
“Analysts as we know them today really came about because there was a point in time in history where IBM was a firm that moved the markets the largest and there was no information about what IBM was doing outside of IBM and financial analysts couldn't get to th…”