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 8 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
Michael Dell: Legacy companies ignoring new tools will fall to startups
“If we keep doing what we were doing before, We're gonna be in serious trouble, because some new company's gonna come along, and yeah, they're gonna have all these new tools. They're not gonna have this legacy of crap from the past, right, and old ways of doing…”
Michael Dell: It is advantageous when competitors ignore your operational wins
“I think there's a human instinct to say, hey, look at me. I'm doing this great thing. Isn't this cool? Right? But actually in business, it's better if the competitor doesn't understand or doesn't see you.”
Dell: Dell Technologies would not exist today without mastering its supply chain
“I think if we had not figured out how to do our supply chain well you know, we would not be here today. It's as simple as that.”
Dell operated on five days of inventory while competitors held ninety days
“They had like, 90 days in their collective supply chain. And we figured out how to have like, five days. I mean, it was crazy. It was like a massive advantage.”
Michael Dell: Negative cash conversion cycles generate massive internal growth capital
“What we figured out was that if we could dramatically shrink our inventory and get paid from our customers faster and, you know maybe not pay our suppliers, you know, instantly pay them a little bit later, then If you're growing and you have a negative cash co…”
Dell: Over 80% of Dell's first-year business was to enterprises
“If you go back to the very, very beginning, like the first full year, like over 80% of the business was to businesses.”
Dell shipped electronic catalogs on floppy disks before the World Wide Web
“We'd experimented with how do you create an electronic version of the catalog, even like, we're going to send you a floppy disk or a CD-ROM, and you put it in your computer, and you load it up, and the catalog is there.”
Michael Dell: Technology business is an infinite game of solving puzzles
“You know, it's all just like fun and interesting, and I want to learn. And it's like it's like a big puzzle to solve and understand. And you think about the impact that technology has on the world What could be more exciting than to be in the middle of that an…”