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 14 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
Arora: AI found five years of software vulnerabilities in six weeks
“In six weeks we found vulnerabilities which would have normally taken us five to seven years to find.”
Arora: Claude Mythos had a 30% false positive rate in testing
“The false positive rate on Mythos was 30%.”
Arora: Vulnerability-finding AI will be public within three months
“I think we're three months away, if not already there, from this being available in the wild.”
Palo Alto Networks offers acquired founders 1.5x equity for staying three years
“If you come to Palo Alto, we'll take your equity away first. We'll say, I'm going to give you back one and a half times your equity if you stay with me for three years.”
Friedberg: Wiz could hit a $100B market cap in a couple of years
“If Wiz continues to grow at this rate, it's conceivable they could be in the range of a Palo Alto Network's hundred billion dollar market cap in a couple of years.”
Arora: AI enables 90% output consistency across Palo Alto's marketing team
“There's this notion, which we talked about briefly last time, that AI is really democratizing intelligence. What that means is I have 250 people in marketing that produce varied forms of output. Now I can get 90% of the output to be consistent across those 250…”
Arora: Palo Alto Networks buys integrable products, not customer bases
“We don't want to buy customer bases. We want to buy products which we can integrate and sell them to our customer base.”
Palihapitiya: Palo Alto Networks on track for $1 trillion market cap
“So you're on your way to a trillion dollars.”
Chamath: Nikesh Arora generated $80B in value at Palo Alto Networks
“In eight years, he's created eighty billion dollars of value.”
Calacanis notes Palo Alto Networks replaced Nike in the S&P 100
“They had been in the stock index, Saks, for 18 straight years, being replaced by, hey, shout out to our friend Nikesh, Palo Alto Network.”
Stephens: Founders Fund made one defense investment in his first three years
“I met with hundreds of companies in the first three years that I was at Founders Fund. We may ended up making one investment in KDM, which was renamed Expanse and acquired by Palo Alto Networks.”
Palo Alto Networks was incubated inside Sequoia's office by Jim Goetz
“Palo Alto Networks was incubated inside our office with one founder and my partner, Jim Gates.”