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.

clear all ✕

why aren't all 3 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

Assertion Supported
Kreps: Amazon built Kinesis to imitate Kafka before monetizing the open-source
“Amazon had a system that was actually built in, I believe imitation of Kafka called Kinesis. So it was incompatible, but kind of looked roughly like it. And that was popular. And we were like, oh man, that's going to take the opportunity. And if it doesn't, Th…”
Jay Kreps Mar 26, 2026 ▶ 37:51 How to build a company when you’re not an optimist | Jay Kreps (Co-founder and CEO, Confluent)
Assertion Supported
Kreps: Confluent's initial seed round shifted to a Benchmark-led Series A
“And it went from something where LinkedIn was going to be the kind of major investor to being, you know, a smaller part of the round. And it went from kind of a seed investment to a series A through the course of that fundraising process. But yeah, it was, you…”
Jay Kreps Mar 26, 2026 ▶ 35:45 How to build a company when you’re not an optimist | Jay Kreps (Co-founder and CEO, Confluent)
Assertion Supported
Narkhede: Confluent Cloud is nearly larger than its on-premise software business
“And today, our cloud business is growing and is, you know, almost larger than the software business as well.”
Neha Narkhede Dec 8, 2023 ▶ 44:54 Winning with open and closed source products | Neha Narkhede (Co-founder at Confluent and Oscilar)
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