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 5 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
Breach: Enterprise software continues growing at mid-to-upper-teens CAGR
“And enterprise software has become the largest part of the global economy. Even though it's so large, it's continuing to grow in mid to upper teens compounded annual growth rates as far as you can accurately predict things.”
Breach: Every Vista Portfolio Company Has Added GenAI Enhancements
“Every one of our companies has some generative AI enhancement to their core solution.”
Vista Equity Partners manages over $100B in AUM with 750 employees
“We're a little over a hundred billion of assets under management. We're one of the largest and most active investors in enterprise software. We're globally and with about maybe 750 employees currently.”