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 4 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
Ping Li: Incumbent enterprise tech vendors haven't innovated in a decade
“It's such a great time to be a startup right now because the incumbents are so far behind. They have not innovated, ah, in the last decade. And any of the big data dimensions are the applications, storage, the data layers.”
Flomenberg: Startups cannot maintain a fundamental algorithmic advantage in perpetuity
“Do you think you're gonna have a fundamental algorithmic advantage in perpetuity or not? And in the vast majority of cases the answer is almost demonstrably no.”
Synthesia reached a $1B valuation in Series C led by Accel
“Synthezia just became a unicorn, which is much rarer these days, even in AI. Reaching a billion dollar evaluation in a series C round of financing that literally just closed and that was led by our friends at Excel.”
Ping Li: Enterprise data applications are moving irreversibly to the cloud
“I do think that the trend line is towards the cloud. You know, if you look at where applications are getting launched these days and where the data resides, they're not going to pull that back into the, Four walls to do their data munging, right? They're gonna…”