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 → 0supported → 3contradicted →

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

Chamath: Legacy software companies except Salesforce remain unprofitable

“All of the old legacy software companies, ex of Salesforce, have still not got to profitability.”

Chamath Palihapitiya Jul 14, 2023 ▶ 13:48 E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth

Prediction Didn’t hold up

Salesforce expects 1,000 Agentforce customers by the end of September 2024

“And by the end of this month, we'll have more than a thousand customers on our Agent Force platform.”

Marc Benioff Sep 15, 2024 ▶ 23:55 Marc Benioff | All-In Summit 2024

Assertion Contradicted

Gerstner: Booking.com diluted shareholders 5% over 15 years vs 25% for Salesforce

“If you look over the last 15 years, if I'm an owner of Booking.com, I was only diluted by about five percent. If I was an owner of Salesforce or Expedia, I was diluted by about 25%.”

Brad Gerstner Mar 3, 2023 ▶ 1:09:00 E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner

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The Ledger

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