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 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
Sarah Guo: Growth-stage startup valuation multiples have skyrocketed
“Everything is a multiple more expensive than it used to be but at the mid-stage and at the growth stage, when you begin to see more and more data about how a company is doing, and these models are better and better understood, that multiple has skyrocketed, be…”
Guo: Most of 2019's $40B security software spend remains on-premise
“Most of the, call it, 35 or forty billion dollars of security spend today, it really is still, like, on-premise tooling in a few known categories, the largest of which happen to be, like, network and endpoint and some areas like that.”