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 5 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
Volpi: Google and Azure partner with OSS creators to counter AWS
“And then the other thing that you do As a business is you partner with Google and Azure who, because they're pretty far behind Amazon, they're more than happy to have the original item and to pay you something for the privilege of running your version.”
Mike Volpi Nov 13, 2019 ▶ 11:22 Fireside Chat: Mike Volpi, General Partner, Index Ventures (FirstMark's Data Driven NYC)
Assertion Supported
Volpi: AWS launched DocumentDB to bypass MongoDB's SSPL license
“Mongo took an interesting similar approach. They have something called SSPL. In that case, it says you can take it, but any software that you build around it to run it, you have to open source it. So Amazon will have to open source its entire software base use…”
Mike Volpi Nov 13, 2019 ▶ 10:56 Fireside Chat: Mike Volpi, General Partner, Index Ventures (FirstMark's Data Driven NYC)
Prediction Held up
AWS is nearly certain to reach $100B in annual revenue
“And I think it's a near certainty Amazon's gonna do a hundred billion in revenue in AWS.”
Peter Fenton Mar 18, 2016 ▶ 24:47 A Fireside Chat with Benchmark General Partner Peter Fenton (Data Driven NYC / FirstMark)
Assertion Supported
Amazon approached InfluxData for a partnership due to Timestream customer demand
“Last year we did a very unique deal with Amazon. Where they have Amazon's time stream, but their customers kept asking them for influx. And so they approached us.”
Evan Kaplan May 8, 2025 ▶ 30:11 Rewriting Success: What InfluxDB 3.0 Teaches About Scaling—and Scrapping—Your Core Tech
Assertion Supported
Big tech and AI companies are driving a U.S. nuclear revival
“But yeah, in 24, it turns out that big tech companies and AI companies are the ones driving this, Revival of nuclear power with, you know, Microsoft entering into a deal with Constellation to revive Three Mile Island, which was the site of the last nuclear acc…”
Matt Turck Nov 8, 2024 ▶ 6:26 Superintelligence, Bubbles And Big Bets: AI Investing in 2024 | Matt Turck & Aman Kabeer, FirstMark
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