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 11 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
Levine: Traditional imperative logic programming is reaching the end of its lifecycle
“I believe that programming is sort of in the life cycle of Programming is sort of at the end. Like, you can only write so many if-then-else statements. You're kind of done with logic, right, in that sense.”
Levine: Google and Facebook infrastructure is more advanced than AWS
“I think that the Google and Facebook infrastructure is now moving in my opinion, more advanced than what Amazon is. Amazon was created several, many, sort of, already generations ago, relative to this commoditization curve.”
Levine: Relations between tech boards and activist investors are toxic
“Well, I think it, I think for large tech companies, the relationship between management and the existing board and activist shareholders has become quite toxic.”
Levine: Short-term focus and limiting M&A harms public tech companies
“And you know limiting innovation and limiting M&A in favor of short-term results, I think really is going to have a big impact on, you know, large public companies and their ability to I would say do the right thing.”
Levine: AMPLab spinouts are far more innovative than Cisco or Oracle
“The companies coming out of there are way, way different than what I found, you know, from people coming out of, let's say, Oracle or Cisco.”
Levine: Open source as a service is the superior business model
“And my belief is that there's really a very, ah, beneficial model by having open source as a service, open and proprietary source as a service, Again, as a way to really drive economic value out of open source”
Levine: Facebook and Google Outpace Cisco in Networking Sophistication
“Yeah it's very fair to say. I think they, Facebook and Google, have absolutely pushed the needle on back-end data center infrastructure”
Levine: Dell acquiring EMC creates a complete data center systems vendor
“Dell's business moving from PC to server vendor, now server vendor to systems vendor, Makes a lot of sense. I mean, that logic there does hang together. Servers and storage kind of make up, and networking make up the bulk of make up the bulk of the data center…”
Levine: EMC Buying VMware Was One of Tech's Greatest Acquisitions
“EMC arguably did what I think is one of the best enterprise acquisitions probably in the history of computing when they bought VMware.”
Levine: Dell excels at commodity sales, EMC at high-margin systems
“Dell is amazingly good at selling commodity components and EMC is amazingly good at selling high margin components.”
Levine: Commercial tech innovation has shifted from corporate labs to universities
“If you look at, ah, you know, a lot of, ah, innovation Up till, well, to me, re up until recently came from, like, Bell Labs and IBM and Microsoft Research, and that's where a lot of the new, I would say the new commercial ideas came from folks leaving those a…”