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 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
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.”
Horowitz: Cloud software companies are 10x larger than on-premise predecessors
“If you compared the on-premise software companies to the cloud software companies, so compare PeopleSoft to Workday or compare Siebel software to Salesforce, the cloud version was just 10 times bigger.”
Levie: Founder-led SaaS incumbents pivot to AI faster than on-prem predecessors
“Another idiosyncrasy is I would say like on the margin, you tend to have founders still leading the SaaS companies. And so we didn't really have that in the on-prem world. And so you like Siebel already had three CEOs later and PeopleSoft already had multiple …”