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
Schmidt: AI-native systems will bypass legacy CRMs by capturing data directly
“Instead of a human being sitting out at their computer and entering something in, we now can have basically AI always on and recording that conversation in real time Or frankly, having that conversation. And so you start to think about all of the legacy system…”
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 …”