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 5 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
Gilbert: Amazon spent zero marketing dollars in its first year post-launch
“In fact, I think there's a stat, the entire first year after the public launch, they spent zero marketing dollars, and it was all word of mouth at inbound media inquiries because what they were doing was so novel and so useful to the mass market consumer.”
Rosenthal: Microsoft pulled Brian Valentine from Exchange to rescue Vista
“Taking Brian Valentine off of Exchange. Exchange was freaking killing it in the enterprise. And he goes and spends two years getting Vista out the door and then goes to Amazon.”
Rosenthal: Amazon originally targeted 20% to 40% margins for AWS
“Amazon targeted gross margins and operating margins for AWS in the 20 to 40% range.”
Amazon surpassed eBay in market cap in 2007 as stock tripled
“It would be a long journey, but Amazon's stock price tripled in 2007, while eBay's fell by over 50%. And during that year, for the first time since, like, eBay's IPO, Amazon finally passes eBay in market cap.”
Rosenthal: A9 search pushed Amazon to adopt a microservices architecture
“The other incredibly impactful thing that comes out of A-Nine and search and improving search on DM, Amazon.com website is that really is one of the catalysts that pushes the company to transition from a monolith software architecture to microservices, indepen…”