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

Assertion Supported
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.”
Russ Fraden Dec 1, 2025 ▶ 30:46 The $700 Billion AI Productivity Problem No One's Talking About
Assertion Supported
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.”
Martin Casado Jan 2, 2019 ▶ 17:40 a16z Podcast | Infrastructure... Is Everything
Assertion Supported
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…”
Anil Lakhani Jan 2, 2019 ▶ 1:17 a16z Podcast | What Startups Should Know about Analyst Relations
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