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 23 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
Amble: Postgres and APIs cannot easily replace SAP's business logic
“Misconception right now is that you can just have, you know, Postgres database and APIs, and then bam, like you can replace SAP. That's like absolutely not true. That piece around the logic and everything else that is in captured in SAP is way, way more import…”
Amble: Legacy software incumbents will fail to build great AI agents
“I'm not bullish on the incumbent software building great agents on top.”
Amble: Marketing content creation and tracking will be automated within two years
“And then I think in the next year or two, a lot more of this content is going to be generated on a more automated, fast basis. And the like measurement and collection of the of the performance will all be collected and done on an automated basis.”
Amble: Salesforce Headless 360 is merely a rebranding of existing APIs
“I don't, from what I can tell, nothing actually changed. Their three 60 product was the same APIs that had always been exposed, now rebranded as their three 60 product.”
Amble: Workday limits third-party API access and documentation
“Workday makes it extremely difficult to actually, like, get access to the documentation and work with the, like, and they don't expose all the endpoints.”
Amble: A top-20 accounting firm is prepared to spend $500M on software
“One of the firms we talked to, it's a top-twenty firm, they were ready to spend up to five hundred million dollars either building or acquiring software.”
Seema Amble: Enterprise Teams May Trust Audited AI Over Humans
“And I think we're getting to that point where people are realizing, wait a second, if I can review and audit all the actions before they go out and it's faster and I can get results, like maybe I can trust them more than the humans.”
Amble: Software value shifts to data and logic in agentic architectures
“The UI doesn't matter because the agent isn't accessing the software via the UI. We could unpack whether the UI matters or not, but in the idea of it, that being headless is the data, the Logic, everything stored below it is really where the value is, not just…”
Amble: B2B companies are increasingly merging sales and marketing functions
“One of the biggest shifts we're seeing in B to B companies is the trend of sales and marketing coming together.”
Amble: AI shifts marketing from one-to-many to many-to-many
“Now we can start creating way more content and really matching the content and to the individual. So instead of it being, you know, a message of like, you know, one to many, it's a many to many relationship which is really exciting to see.”
Amble: AI will shift marketing roles from doers to reviewers
“The first shift we're going to see is the shift from being the doer. So I'm not writing the email, but I'm reviewing the email. So doer to reviewer.”
Seema Amble: Agencies Will Shift from Generation to Strategic Direction
“It's like, well, the agency can be helping you on direction versus versus the actual generation of the content.”
Amble: SMBs are driving the earliest adoption of AI marketing agents
“The agent is starting to take on more of the end to end tasks, especially where we're seeing this the most is on the SMB side. And why is that? So SMBs typically are spending a lot on marketing agencies because they don't have marketers internally, or they may…”
Amble: Enterprise AI agent adoption lags due to higher quality standards
“As you get to more enterprise customers, a level of quality matters a lot more. And so I think they're probably a little more hesitant. And they've got, you know, organizationally, they have big, big teams. They're relying on certain processes. It's a change i…”
Amble: AI marketing automation layer will emerge to orchestrate software tools
“There is going to be an automation layer that's built and it's either going to plug into a bunch of individual tools or perhaps one of the tool players will end up taking this on and, you know, allowing the orchestration between between tools or across tools, …”
Seema Amble: Generative AI tools currently accrue value directly to marketers
“I think these tools, especially in the near term are very like creating huge uplifts in terms of like conversion and time for the marketers. And I think the value is really accruing to the marketers for at least for now.”
Amble: Notion users are more tech-savvy builders than Salesforce users
“Notion users tend, you know, all things being equal, are more, I'd say, tech-savvy and more agentic as builders”
Amble: Incoming sales VPs routinely mandate adopting Salesforce
“When, like, new VPs of sales come into our companies, they, they're like, they mandate that Salesforce is there because they're used to using it, their teams are used to using it.”
a16z's Sima: Gusto is valued at nearly $10B with 300,000 businesses
“Gusto is valued at almost ten billion dollars and serves over 300,000 businesses by simplifying payroll, benefits, and HR.”
Seema Amble: Annual US marketing spend exceeds $500 billion
“And I think, you know, there's well north of like five hundred billion dollars in the US alone spent on marketing, and that number is growing.”
Early B2B Fintech Founders Most Frequently Ask About Initial Customer Acquisition
“The number one question I get asked by early B to B FinTech founders is, how do I acquire my first set of customers, as well as, how do I get my customers to trust me with their money?”