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 2 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
Gerstner: UiPath's fundamental value proposition is challenged by AI
“I do think there are companies like UiPath where the fundamental value proposition is challenged. They have to reinvent the model.”
Gerstner: UiPath growth slowed to 6% and Salesforce to 7%
“UiPath came out and said their growth slowed down to six percent. Salesforce came out and said their growth slowed down to seven percent. And I think for a company like Snowflake, it came in at 26% and Databricks is rumored to still be growing well in excess o…”