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 12 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
Kevins: Google is the new Microsoft and Salesforce is the new Oracle
“Google has become the new Microsoft. I think that's pretty obvious to everyone. Google is the new Microsoft. And Salesforce is the new Oracle.”
Evans: Incumbents treat AI as a feature, but disruption requires new products
“The incumbent's always trying to make the new thing a feature. And so that's very obviously what's happening with Microsoft and Google, including this in PowerPoint and office and of course in search and everything else. But what actually happens is, is then p…”
Evans: Enterprise 3D manipulation is niche because knowledge work is non-spatial
“Most people don't design cars for a living. Most people do not work in three D. Still pretty niche. Salesforce or email, or like most people are not actually editing, doing work that involves a three D object.”
Kevins: Salesforce's reliance on big acquisitions rarely ends well
“Salesforce seems to be growing mostly by doing big acquisitions these days, and we've seen that movie before a few times, and it generally doesn't end totally well.”
Kevins: Central communication layers risk commoditizing underlying apps like Salesforce
“One of them is there's like a, an ownership layer that if everything happens in Slack or indeed happens in teams, which is Microsoft's attempt to do the same thing. Then that becomes more important than the apps that you're using, and so it makes it easier, th…”
Kevins: Growing Companies Outgrow General Tools Like Notion for Dedicated Enterprise Software
“And so I wouldn't, you know, all the usual names, Airtable, Notion, Slack, all of these things, they all sort of presume there's about 15 people, and they're all doing lots of different things, and they all need to share everything that they're doing with each…”
Evans: UX and platform shifts create discontinuities that produce breakout companies
“Just shifting the UX and the platform is often kind of a discontinuity that creates new companies. And so you have that when you go to cloud, you get Salesforce. When you go to mobile, you get not just Instagram, but also Snapchat, and then TikTok”
Kevins: Slack functions as an enterprise substrate linking to underlying tools
“So the theory would be, no, it'll be in Slack. And Slack will then link you out to the Evernote or the Salesforce or the Jira or whatever the underlying tool that's the storing that is. So it's like your universal substrate for sharing and communicating and fi…”
Catton-Brown: Formula 1 has more tech sponsorship than ever before
“F-one today is more tech than it ever has been. And you look at the sponsors, it's the likes of Juniper, it's the likes of Salesforce, AWS, Oracle, like every other sponsor is a giant tech sponsor.”
Only 1% of Formula 1 fans attend races in person
“Salesforce came out with a stat that said one percent of Formula One fans will attend a race in a season, which means, says to me that this is a sport where 99% of the fans are consuming this at home digitally”