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 1 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
Ashatosh: Azure and IBM will beat AWS in enterprise cloud within two years
“In fact, we predict that the number one enterprise cloud in the next two years is probably going to be Azure, and not AWS, just because they are sucking up a tremendous amount of footprint of applications. And number two actually might be IBM, and not AWS, as …”
Ashatosh: Dell will eventually be run by a CFO
“As far as that market is concerned, I think, you know, you will end up having a CFO be the leader of Dell.”
Ashatosh: Startups should aim to be useful mules, not hyped unicorns
“It would rather be a mule that my customers love than a unicorn that some investor does, and I think my investors feel the same way too.”
Ashatosh: 2015 Gartner expo floor had virtually no hardware vendors present
“In fact, at the Gartner event, what is fascinating? Was the entire floor. There was not a single hardware vendor except a small booth by EMC, and even small booth by Pure Storage, because I guess they were going public and they had a token show that. There was…”
Ashatosh: Data differs from compute because it has a long lifecycle
“Well, we, the, unlike compute, unlike networking, data is a very different beast. Data has a life cycle. Data has a long tail. It doesn't just appear and then disappear.”
Ashatosh: Legacy sales organizations prevent incumbents from selling disruptive software
“It's the two thirds, the stuff under the iceberg, the water, the iceberg under the water, which is marketing it and selling it. They've got a, they became large because they have one of the phenomenal, most of the best marketing and sales organizations that ar…”
Ashatosh: Capital access and buyer validation no longer force tech IPOs
“One was because it was a way to come back and raise some money. That isn't much of an issue these days. And more importantly, it was a way for validation of a company so that the buyers could buy it from those people. That isn't also an issue today.”