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
Cramer: Founders can turn almost any software into a $100M business today
“You can basically turn anything into a hundred million dollar business these days. Like the technology is really big. The world's really big, you know, as long as we don't figure out tariffs on technology. And so I think you actually don't even have to think t…”
Cramer: Sentry's tracing product drives 20% of revenue despite lacking PMF
“We have this tracing product. It is, you know, something, it's at least 20% of our business. At our scale, you would call that, like, at least a good entry level success. And I would tell you, I don't think the product is very good. I don't think it remotely h…”
Cramer: Dropbox looks like an innovation failure despite its strong revenue
“Even though I would largely say Dropbox looks like a failure from the outside, like, or to me, from my point of view of like, they haven't really done much. They make a lot of money. And so it's a successful business, you know, just like IBM somehow is still a…”
Cramer: Corporate sales teams are generally wildly dysfunctional and wasteful
“Sales teams, generally speaking, at companies are wildly dysfunctional and waste lots of money and lots of time on stuff that doesn't amount to anything.”
Cramer: Ignoring AI, most internet and software problems are already solved
“Like that era for me is like when the internet was like very creative, like most problems were not solved. Right. Whereas today ignoring the AI kind of shift. A lot of problems are already kind of solved and there's like, I don't know, it's different.”
Cramer: Modern developer tools have worse error reporting than original Django
“And I actually argue today, most technology is still worse than that.”
Cramer: Windows is much better than Mac for work these days
“I am a Microsoft loyalist now. And I was like the old school, like hate on windows kind of guy, you know, and now I use windows almost exclusively for like even work. Fortunately, I just don't need to log into certain things, and I love it. Like, I actually th…”