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 4 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 Partly supported
Benioff: 90% of enterprise software is bought in just seven countries
“No. Because you have to remember a truth, which is that 90% of all enterprise software is only bought in seven countries.”
Marc Benioff Jan 2, 2019 ▶ 21:56 a16z Podcast | Where the Growth in Cloud and Enterprise Software Really Is (with Marc Benioff)
Assertion Not checkable as stated
Benioff: Sequoia and USVP rejected Salesforce three times in 1999
“No venture capitalist would give us money. We raised all the money privately. I was thrown out of, you know, Sequoia three times, US venture capital, three times.”
Marc Benioff Jan 2, 2019 ▶ 6:13 a16z Podcast | Where the Growth in Cloud and Enterprise Software Really Is (with Marc Benioff)
Assertion Not checkable as stated
Benioff: Software startup valuations in Japan are much lower than US
“Because there are really great companies in Japan at valuations that are much more attractive than what we're paid for here.”
Marc Benioff Jan 2, 2019 ▶ 20:52 a16z Podcast | Where the Growth in Cloud and Enterprise Software Really Is (with Marc Benioff)
Assertion Partly supported
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.”
Marc Benioff Jan 2, 2019 ▶ 9:07 a16z Podcast | Where the Growth in Cloud and Enterprise Software Really Is (with Marc Benioff)
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