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

Disclosure
Kreps: Confluent relegated its core cash-cow product to engineers' spare time
“Originally it was like a small group that was working on the cloud offering. And then we were like, no, okay, everybody. Only does the cloud thing, and we will work on the software product in our spare time. Team by team, which is a very dangerous thing to do,…”
Jay Kreps Mar 26, 2026 ▶ 52:21 How to build a company when you’re not an optimist | Jay Kreps (Co-founder and CEO, Confluent)
Disclosure
Kreps: Confluent coined 'data in motion' against databases for its IPO
“Our approach to that was for the IPO was very much like, okay, databases, data at rest. But now all the parts of the company are connected. There's going to be an equally important problem of data in motion. And so, you know, the goal was to convey, Hey, these…”
Jay Kreps Mar 26, 2026 ▶ 24:49 How to build a company when you’re not an optimist | Jay Kreps (Co-founder and CEO, Confluent)
Disclosure
Kreps: Confluent struggled for years to expand into data processing
“One of the more recent versions of this was we felt is very important for the company to do the processing of data, not just the flow. And we worked on this largely unsuccessfully for a number of years.”
Jay Kreps Mar 26, 2026 ▶ 59:13 How to build a company when you’re not an optimist | Jay Kreps (Co-founder and CEO, Confluent)
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