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.

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why aren't all 1 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

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.”

Ben Horowitz Jan 15, 2026 ▶ 10:31 Ben & Marc: Why Everything Is About to Get 10x Bigger

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The Ledger

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