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.

3statements match

3resolved → 0open claims → 2supported → 1contradicted →

why aren't all 3 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 Contradicted

Gassner: Veeva Vault has 5x to 10x the potential of Veeva CRM

“The second one is a bit bigger but the second one has also quite a bit more potential. You know, maybe it's a five X or 10 X potential.”

Peter Gassner May 19, 2022 ▶ 58:29 Capital-Efficient Growth (with Zoom CEO Eric Yuan & Veeva CEO Peter Gassner) · Acquired

Assertion Supported

Gassner: Pfizer was Veeva's first multi-million dollar annual contract

“The first multi-million dollar annual deals were a big customer, Pfizer, and, ah, it was just hand-to-hand combat.”

Peter Gassner May 19, 2022 ▶ 27:28 Capital-Efficient Growth (with Zoom CEO Eric Yuan & Veeva CEO Peter Gassner) · Acquired

Assertion Supported

Gassner: Veeva generates about $2B in revenue at ~30% profit margin

“We're doing about two billion, about 30% profit or so.”

Peter Gassner May 19, 2022 ▶ 8:44 Capital-Efficient Growth (with Zoom CEO Eric Yuan & Veeva CEO Peter Gassner) · Acquired

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The Ledger

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