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 7 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
Horowitz: GM is vulnerable to Tesla because it only assembles cars
“GM is totally vulnerable to Tesla and BYD. This is why, you know, HP ended up being totally vulnerable to Apple because Apple was still building computers and HP was assembling computers and GM is assembling cars and Elon completely kind of re-engineered how y…”
Horowitz: Tying CEO pay to quarterly EPS undermines long-term productivity
“If you incentivize, if you pay the CEO based on earnings per share and particularly quarterly earnings per share, which I think we did at HP or at least annually. You know, if you optimize for that, you can do things that would undermine long-term productivity”
Casado: Cisco, IBM, HP, and SAP cannot defend against B2B growth sales
“Right now, like, the incumbents really don't have any defense strategy against this. Like, it's very hard for, like, a Cisco or an IBM or an HP or an SAP to defend against this sort of emotion.”
Rachleff: Apple, Google, and Salesforce failed to succeed on original ideas
“None of their original ideas were the ideas on which they succeeded. So Apple, Google, you name the company, Salesforce, Hewlett Packard, none of them succeeded at their original idea, if you can believe that.”
Andreessen: HP once calculated it had 50,000 fewer chairs than employees
“We did calculate, I think at one point we were at, we have 50,000 fewer office shares than we had employees.”
Andreessen: HP's Project Moonshot deliberately disrupted its own blade server business
“Meg Whitman doing the same thing with this just one example is this Project Moonshot, which is these cartridge-based servers At HP that are a direct attack on the existing blade server business, and the blade server business at HP is a very, very big and profi…”
Brown-Philpott: HP Board Seat Came From an Unsolicited Conference Referral
“It turns out that this, the HP board came through initially a referral. I was at a conference a year ago, and I was networking with somebody, not about being on a board, but mentioned to this person that I was interested in public company boards and never knew…”