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 6 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
Gerstner (in 2022): Snowflake can reach a $500B valuation by 2029
“I think this company can be worth over five hundred billion dollars over the course of the next five to seven years.”
Gilbert: Missing the data warehouse market to Snowflake is AWS's biggest failure
“It's probably AWS's biggest failure.”
Gabriele: Snowflake stock will perform extremely well over next three years
“I think over a three plus year time horizon, it can do extremely well. It is a play that summarizes the growth of data in the technology industry, which feels like a safe bet.”
Gerstner: Altimeter tested beta Snowflake on its own data before investing
“Over Christmas I'll replace our data warehouse with this, you know, with Snowflake, which was non-GA at the time, right? It was in beta with a couple companies. Wow. And so we did that, and he's like, this is gonna win. Like, this is the winning arc.”