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
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.”
Amble: Salesforce Headless 360 is merely a rebranding of existing APIs
“I don't, from what I can tell, nothing actually changed. Their three 60 product was the same APIs that had always been exposed, now rebranded as their three 60 product.”
Wu: Salesforce changed its fundamental pricing structure three times in 12 months
“Agent force, like literally Salesforce, one of the biggest companies in the world changes fundamental pricing structure three times in the past 12 months.”
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.”
Scott Wu: Salesforce combines seat fees with usage pricing for Agentforce
“Salesforce, for instance, you know, they went and like added this agent for stuff. They still have per user access fees, but now the agent forces is variable cost on top that allows them to like, if the agents actually are providing value, now my business will…”
Salesforce turned cash flow positive immediately after switching to multi-year subscriptions
“When we made that shift, then that next month we were cash flow positive, and we've never looked back on that.”
Wennmachers: Salesforce defused early service outages by creating a public status site
“Salesforce actually has, was a really good example way back in the day when I was still at OutKast. They had some outage from, that was way more common then because, you know, we weren't all as savvy at it as we are now, and what they did, they went full trans…”