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 29 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
Sacks: Microsoft clones products from Slack, Okta, and Zoom to weaken them
“If Microsoft can basically clone the sort of the breakthrough innovative product, you know, just to say they do one every year and then they put a crappy version of that in their bundle. Yeah. Yeah. Yeah. 10% or 50% worse, but they give it away effectively for…”
Palihapitiya: Holding Slack shares post-direct listing was a $1.2B mistake
“Now, for example, I went through a direct listing with Slack. What we did not learn is that the best price is the day one price. So if you had investor pressure, the thing that I should have done, it was a probably a 1.2 billion dollar, 1.24 billion dollar mis…”
Sacks reveals Craft Ventures is launching a Slack competitor soon
“We're going to be launching my Slack killer soon. I feel a lot better about that because Slack got acquired. Doesn't, hasn't really innovated in a few years.”
Palihapitiya: Future direct listings will top tick on day one and drop
“I think that the Slack and Coinbase particularly will be the example going forward. You'll top tick day one, and then the thing will spear down, find a bottom”
Sacks: Tech incumbent software bundling is a form of economic dumping
“I think that this bundling behavior is a form of dumping where in the short run, it looks like consumers are benefiting because they're getting zoom, a zoom clone for free or, you know, a slack clone for free. But then what happens is once they've, you know, h…”
Chamath: Microsoft forced Slack into acquisition by Salesforce
“And in many ways, David, it forced the hand of Slack to be acquired by Salesforce.”
Chamath: Single-category SaaS companies capped at single-digit billion valuations
“Outside of productivity tools, though there's not a single company that can stay in one category and become really big. What does that mean? There's not a single public company that doesn't have now an entire strategy that says we sell at SMB, mid-market, and …”
Chamath reveals Slack was forced to sell to Salesforce to survive Microsoft
“We had to compete with him at Slack when he was, you know, he decided to turn the sites on on with teams onto us, we had no choice but to basically sell to Salesforce.”
Palihapitiya says he would have acquired Slack if given the chance
“I would have bought Slack if I could have, if they would have given me a shot.”
Calacanis: Slack will ultimately be more important than Salesforce
“I think Slack will be more important than Salesforce ultimately in business.”
Calacanis: Cut SaaS spending 90% using Claude and Slack integrations
“We had an instance with a SAS product with 20 seats. Nobody was logging in and using it, but the data was there. So we created like three accounts, got rid of 17, connected it to Slack, connected it to Claude. And now everybody can interface it through a natur…”
Srinivas: Perplexity staff message AI agent on Slack more than colleagues
“And our entire company works like that. People are talking more to computer on Slack than other people.”
Chamath reveals he panic-sold his Slack stock during the March 2020 crash
“I remember selling Slack going, this is the dumbest thing, but I have no choice because I was literally ready to puke.”
David Sacks claims Marc Benioff acquired Slack to directly target Microsoft Office
“And they gotta be worried about Salesforce now buying Slack. I mean, that is Benioff has been wanting to go after office for a long time, and this is his way to do it.”
Calacanis: Slack's board selling the company was a stupid business move
“Conversely, I'm picking my dumbest business move with Slack's board selling Slack. This is the stupidest thing I've ever seen.”
Chamath: Slack under Salesforce will disrupt corporate email
“What they did get, whether they know it or not, is an intercompany edge effect, which is the most disruptive thing to email. And in the hands of Salesforce and that sales team, I think it has the ability to really Be a very disruptive force for good in enterpr…”
Benioff: OpenAI, Anthropic, and every AI company standardized on Slack
“And you know, that open AI and Anthropik and every AI company is standardized on Slack.”
Calacanis: Slack's percentage growth rate inside Salesforce matched its independent growth rate
“And if you look at Slack itself, it's still growing the same percentage growth it did inside of Salesforce that it did as an independent company. So it's growing at a similar pace.”
Armstrong: Coinbase limits posting in large Slack channels to VPs and above
“Some of the things I mean, we've been trying is, for instance, if we get any kind of a slack room that has, say, more than 500 or a thousand people, we'll often try to limit it. So only, you know, you can, you have to be a VP or level nine and above can only p…”
Chamath: Slack's 10M users generate more daily engagement than Facebook's 2B
“These guys have more usage on a daily basis than Facebook, which is stunning because you know, these guys have ten million da use and Facebook has two billion.”
Calacanis: CEOs should never discuss difficult or legal issues on Slack
“So if you're a CEO or you're managing anybody, don't have any difficult or legal issues discussed on Slack. Go for a walk with somebody, talk to them face to face, because you're going to get destroyed.”
Palihapitiya: CNBC remarks on Slack nearly halted company's IPO
“In a separate example, when Slack was going public, I was on the board, and I was on TV with CNBC. And we were talking about Tesla and SpaceX. And I made a couple of comments about Slack positive, but not saying anything that was crazy. It was just about the n…”
Benioff: Salesforce is building AI coding tools inside Slack
“We're even working on technology inside Slack, To make it easier for everybody to code. So I think it's going to be really breaking news there. You're going to see some cool stuff with slack and code.”
Perplexity CEO: Perplexity Computer is available as an enterprise Slack bot
“Computer exists as a Slack bot right now. That you can add to your Slack workspace on the enterprise plan.”
Calacanis: Launch built AI agent processing 20,000 startup applications yearly
“We have 20,000 applications a year, and we have updates coming in from investments. We are now taking those sacks, Aaron, and we are having an agent sort them and then look for competitors and compare them to the last update. And we're looking into our notion,…”
Chamath reveals he sold 50% of his Slack shares before acquisition
“For, of a hundred shares that I owned, per every hundred that I owned 10 of them I sold at 38 right at the direct listing. I want to say 40 of them I sold in the mid-twenties, and the rest of it just got taken out at this price.”
Calacanis: Salesforce’s $27.7B Slack deal is highest SaaS acquisition price
“Salesforce in a record transaction for a SaaS company, I think it's the highest ever paid for a SaaS company, twenty seven billion dollars, 27.7 billion dollars for Slack, which has only been public for just over a year, I think.”