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.

clear all ✕

why aren't all 124 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 3 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

Prediction Not checkable as stated
Levine: Application-aware big data will drive the next software wave
“I believe that Application aware big data is sort of the next driver in this space, and we'll get, we will get an application layer that will become very intelligent as a result of this underlying big data.”
Peter Levine Jan 2, 2019 ▶ 22:13 a16z Podcast | Big Data Goes Really Big
Insight
Levine: Strong early organic sales makes founders reluctant to build sales teams
“I would argue that the more successful a product is, the better the product market fit is early on, and the more success a company has with no sales organization in the beginning, the more reluctant that company is to bring on sales along the way”
Peter Levine Jan 2, 2019 ▶ 5:28 a16z Podcast | Embracing Sales
Assertion Not checkable as stated
Levine: Enterprise storage formats haven't fundamentally changed since network file storage
“And since those days, the format of storage hasn't really changed. It's just been then about speeds and feeds and capacity.”
Peter Levine Jan 2, 2019 ▶ 5:06 a16z Podcast | Dumb Storage Gets Smart
Insight
Levine: The Mobile Supply Chain Is Eating the Data Center
“We like to say the mobile supply chain is eating the data center, right?”
Peter Levine Jan 2, 2019 ▶ 3:22 a16z Podcast | Datacenter of the Future
Prediction Not checkable as stated
Levine: Mobile hardware will solve data center power and cooling constraints
“Power and cooling are critical elements in designing a data center these days, so to the extent that we can go design a data center that uses much less power, requires much less cooling is optimizing on floor space, those are the ingredients for massive scale-…”
Peter Levine Jan 2, 2019 ▶ 4:26 a16z Podcast | Datacenter of the Future
Prediction Open · timeframe Jun 2019
Levine: Flash storage costs will soon reach parity with spinning media
“We can literally see in the not too distant future the cost of flash storage devices being the same price as, you know, spinning media, and that's going to be very compelling.”
Peter Levine Jan 2, 2019 ▶ 9:06 a16z Podcast | Datacenter of the Future
Prediction Not checkable as stated
Levine: Every datacenter of the future will be scale-out architecture
“Every data center of the future will be a scale out data center, right? Applications are going to change. The user base is going to need that as, you know, again, mobile, and then we start to think about Internet of Things as, You know, collecting all this inf…”
Peter Levine Jan 2, 2019 ▶ 11:37 a16z Podcast | Datacenter of the Future
Insight
Levine: Containers outperform virtual machines by standardizing on Linux
“Containers use far less compute resources there. You know, it used to be where I had to support Windows and Linux on a machine, therefore virtual machines are important. Now it's only Linux on both sides. Linux as the base operating system and running within t…”
Peter Levine Jan 2, 2019 ▶ 13:58 a16z Podcast | Datacenter of the Future
Assertion Not checkable as stated
Levine: Red Hat is the only standalone open-source success story
“There haven't been standalone franchises other than Red Hat that have really been able to, quote unquote, monetize open source.”
Peter Levine Jan 2, 2019 ▶ 22:28 a16z Podcast | Datacenter of the Future
Insight
Levine: Predict tech shifts by mentally subtracting core existing technologies
“Subtract something that's important today And fill it with something else. Take an important thing, take it away, and go fill it with something, and you'll start to think out of the box as opposed to sequential.”
Peter Levine Jul 15, 2017 ▶ 1:22 The End of Cloud Computing
Insight
Levine: Autonomous edge devices are effectively domain-specific mobile data centers
“You think about a self-driving car, it's effectively a data center on wheels. And a drone is a data center with wings, and a robot is a data center with arms and legs, and a boat is a floating data center”
Peter Levine Jul 15, 2017 ▶ 4:01 The End of Cloud Computing
Prediction Not checkable as stated
Levine: Future autonomous vehicles will house hundreds of onboard computers
“A self-driving car in the not-to-existent future may have a hundred of these cards, maybe 200 of these computers that are inside the card.”
Peter Levine Jul 15, 2017 ▶ 4:59 The End of Cloud Computing
Prediction Not checkable as stated
Levine: Edge computing deployment begins with autonomous cars and drones
“It's starting with cars and drones, and it will proliferate to lots of other devices in the not too distant future.”
Peter Levine Jul 15, 2017 ▶ 9:50 The End of Cloud Computing
Prediction Not checkable as stated
Levine: The centralized cloud's primary future role will be training machine learning
“The cloud is going to be all about learning. And that happens centrally. So I'm going to take all of this information that I have out at the edge, I'm going to connect these devices, I'll curate that information, and learning will occur centrally, and then pro…”
Peter Levine Jul 15, 2017 ▶ 13:57 The End of Cloud Computing
Prediction Held up
Levine: New programming languages will emerge specifically for data analytics
“I also believe that there will be new programming languages developed specifically around the notion of data processing and data analytics that are very specific to these types of use cases.”
Peter Levine Jul 15, 2017 ▶ 21:04 The End of Cloud Computing
Disclosure
Levine: Only 25 Percent of XenSource Downloads Resulted in Actual Usage
“We originally put in our KPIs, we are going to measure downloads, but what we learned is about half the downloads never completed, and of those half that were completed, only about half were ever used by the user”
Peter Levine Oct 21, 2019 ▶ 14:30 How to Build an Open Source Business
Insight
Levine: Product Management Is Critical for Balancing Communities and Roadmaps
“Product management is a critical role in any software organization, particularly open source, because here's where you balance not only the bridge between engineering and your go-to-market organization, but you also Manage the bridge between your community and…”
Peter Levine Oct 21, 2019 ▶ 15:33 How to Build an Open Source Business
Insight
Levine: Drawing the Line Between Free and Paid Features Is an Ongoing Journey
“In this particular area of analytics and telemetry, I would encourage you to experiment with SKUs, with product bundling, unbundling, bundling, you know, kind of go back and forth to find the correct line between free and paid functionality. This is really a n…”
Peter Levine Oct 21, 2019 ▶ 18:14 How to Build an Open Source Business
Insight
Levine: Open-Source SDRs Should Act Like Customer Success
“Next, sales development really takes a customer success approach to be curious about developer needs and understanding what your users are doing. Here, be inclusive, ask questions, and don't be overly salesy.”
Peter Levine Oct 21, 2019 ▶ 19:21 How to Build an Open Source Business
Assertion Not checkable as stated
Levine: Fidelity and Morgan Stanley defined the legacy data center blueprint
“So, 10 years ago, everyone would look at Fidelity and Morgan Stanley, and those were the prototypes for the data center. And it was, guess what? It was EMC storage, an Oracle database, a Sun Microsystems server, and a Cisco switch. And the entire world copied …”
Peter Levine Jan 2, 2019 ▶ 4:21 a16z Podcast | Why Every Business is in the Data Business
Insight
Levine: Cloud tech expands big data access beyond Fortune 2000
“This not only democratizes the use of big data, it democratizes the organizations that use big data, such that it's not limited to the, only the Fortune 2000 who have the capabilities to set up these large data centers.”
Peter Levine Jan 2, 2019 ▶ 1:44 a16z Podcast | Big Data Goes Really Big
Assertion Not checkable as stated
Peter Levine: Big Data 2.0 is shifting workloads from on-prem to cloud
“And now what we're seeing is just like we saw applications move from on-prem to a SaaS offering, we are thankfully seeing Big Data enters A big data two dot O era, which is moving big data from on-prem into the cloud.”
Peter Levine Jan 2, 2019 ▶ 3:50 a16z Podcast | Big Data Goes Really Big
Assertion Not checkable as stated
Peter Levine: Data center innovation is driven by the mobile revolution
“Data center, which tends to be the plumbing of the internet has been one of these pretty state areas for a long time. And all of a sudden, there's been this unlocking of lots of innovation happening in the data center, largely on the back of, and not uncoincid…”
Peter Levine Jan 2, 2019 ▶ 0:25 a16z Podcast | Datacenter of the Future
Assertion Supported
Levine: Non-autonomous luxury cars already contain about 100 CPUs
“A luxury automobile, not a self-driving car right now, has about a hundred CPUs in it today.”
Peter Levine Jul 15, 2017 ▶ 4:53 The End of Cloud Computing
Assertion Supported
Levine: Self-driving cars generate 10GB of data per mile
“A self-driving car generates about 10 gigabytes of data per mile.”
Peter Levine Jul 15, 2017 ▶ 14:43 The End of Cloud Computing
Assertion Supported
Levine: Lytro cameras generate 300GB of data per second
“A Lytro camera, which is a data center in a camera, generates 300 gigabytes of data a second.”
Peter Levine Jul 15, 2017 ▶ 14:49 The End of Cloud Computing
Assertion Supported
Levine: iPhone 7 chip contains 3.3 billion transistors
“The current iPhone seven Has 3.3 billion, with a B, transistors. The original Pentium processor, right, in one of those big sheet metal cabinets in 1993, had 3.1 million with an M transistors.”
Peter Levine Jul 15, 2017 ▶ 22:05 The End of Cloud Computing
Assertion Supported
Levine: Bulk of Open-Source Venture Investment Occurred From 2009 to 2019
“The last 10 years, there really has been a renaissance in open source. This graph shows the bulk of investments have occurred over the past 10 years.”
Peter Levine Oct 21, 2019 ▶ 0:19 How to Build an Open Source Business
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