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 23 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
Ashatosh: Azure and IBM will beat AWS in enterprise cloud within two years
“In fact, we predict that the number one enterprise cloud in the next two years is probably going to be Azure, and not AWS, just because they are sucking up a tremendous amount of footprint of applications. And number two actually might be IBM, and not AWS, as …”
Thiel: Legacy tech giants like Microsoft and Oracle bet against innovation
“There's a whole set of companies in the Nasdaq 100 that are actually bets against technological innovation. So Microsoft is a bet that there will never be anything like Linux. It's a bet that there will be that the operating system won't shift to mobile platfo…”
Sinofsky: AI token prices will face steep deflation like IBM mainframes
“People were on MIPS and then one day the reality was IBM was selling more MIPS for fewer dollars every year. And didn't even realize it. And they were still pricing their mainframes by MIPS until it got pointed out to them that they were on a decreasing curve …”
Casado: IBM and SAP make complex products to justify higher sales prices
“Where if you have a sales person selling something, you actually benefit by more knobs because it'll demonstrate more value. I mean, I hear often people say, why does IBM or SAP make such complicated products? Don't they know how to build products? That's actu…”
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.”
Andreessen: a16z aims to back startups that disrupt IBM's enterprise dominance
“And I view our company's challenge and opportunity is to prove that untrue.”
IBM's competing product relies on technology Hindawi invented at age 18
“You're buying something if you buy it from IBM that I invented when I was 18 years old and had absolutely no idea what I was doing, and you can either do that or buy the product that I had 15 years of learning that I put into with, You know, a much newer archi…”
Evans: Dominant Tech Giants Always Look Invulnerable Right Before They Fall
“The winners always look invulnerable until they don't. So, IBM looked invulnerable, then Microsoft, Intel, Nokia did, then the internet giants of the last bubble, now Google, Apple, Facebook, Amazon look invulnerable, but all the previous ones fell, and it was…”
Marc Andreessen claims the first smartphone traces back to 1982
“The smartphone was not a new creation in 2007. The first smartphone actually came out. If you trace it all the way back, it came out in 1982. But IBM actually released something that actually looks a lot like an iPhone in 1987.”
De La Garza: Enterprise buyer inertia applies to cybercrime marketplaces
“Nobody ever gets fired for buying IBM, right? That same kind of inertia applies to the e-crime world.”
Unicode Voting Power Concentrated Among US Tech Giants, SAP, and Oman
“No, so of those 12, so of those 12, nine are U.S. Multinational tech companies. Oracle, IBM, Google, Yahoo, Adobe, Facebook, Microsoft, and Symantec. Then of the other three full voting members, one is the German software company SAP, another is the Chinese te…”
Tanium is targeting a $20 billion total addressable market
“Because I like my twenty billion dollar TAM that's being prosecuted by, like, seventy-year-old gray hairs at IBM.”
Markoff: Enterprise software and the internet hollowed out white-collar corporate jobs
“The arrival of the internet coupled with companies like SAP and PeopleSoft and Oracle and IBM who are re-engineering the white-collar clerk class inside, ah, corporations has caused this, you know, the evaporation of, the hollowing out of modern corporations.”
IBM killed a 1982 OS deal to protect its Microsoft relationship
“They killed the deal because of IBM didn't want to mess up the relationship with this new guy, Bill Gates or his company, Microsoft.”
Rampell: Enterprise supply-chain tracking is not true blockchain technology
“Okay, so that's not what a blockchain is. At least not how we use it. And every time there's a major movement, there often is a lot of hype.”
Andreessen: IBM founder Thomas Watson Sr. was convicted of antitrust in his 30s
“Thomas Watson, senior who founded, founded IBM, the guy who founded IBM. He founded IBM in his forties. In his thirties, he was convicted by the federal government of antitrust. He was, like, convicted of antitrust violations for running his previous company, …”
Hennessy: IBM and DEC missed microprocessors by building increasingly complex machines
“They were building machines which were getting increasingly complicated rather than simpler. And they missed the whole importance of the microprocessor and VLSI and how we completely changed the industry.”
Sinofsky: IBM beat S&P 500 by 7x post-mainframe peak
“And if you just use the stock price measure, which obviously has all the other variables associated with it, but it actually, IBM beat the S&P 500 by seven X over that 20 year timeframe on the back of a dead mainframe.”
Davenport: Almost every tech vendor will add cognitive AI capabilities
“You know, big companies like IBM are hiring thousands of people to do this, and I think there's every reason to expect that as these technologies take hold, almost every vendor will have some level of cognitive capabilities, and a lot of people will need to be…”
Levine: Commercial tech innovation has shifted from corporate labs to universities
“If you look at, ah, you know, a lot of, ah, innovation Up till, well, to me, re up until recently came from, like, Bell Labs and IBM and Microsoft Research, and that's where a lot of the new, I would say the new commercial ideas came from folks leaving those a…”
Roman Mars: Podcasting is no longer seen as inferior to traditional media
“I don't think that there's this notion that it's risky to go into podcasting, that it's lesser than I think it feels like the most exciting thing. I think it's equivalent to the kind of the startup world where, you know, you could have had a, you know, a great…”
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…”