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
Kulkarni: Elastic filed for IPO making $160M in revenue, more than MongoDB
“I think Elastic, which is Filed Furnace for a IPO, is an example of that. I think they're already making a hundred and sixty million In revenue, which is more than Mongo's making already, which is crazy.”
Prediction Not checkable as stated
Delangue: AI will create open-source commercial giants like Red Hat and MongoDB
“And I would expect there to be even more in AI. We'll have kind of like the MongoDB, the Elastic, the Red Hat of AI, which are going to be like open source AI, AI companies.”
Assertion Partly supported
Ash Fontana: Data isolation prevents Algolia and Elastic from improving search algorithms
“Now, Algolia, Elastic, like, all these companies do that. They make it very easy to deploy a very fast search box on your website, but the thing is, because they guarantee you that they're not going to share any data in any way with anyone they can't really im…”
Disclosure
Chroma is developing an open-source distributed version of its database
“We're working on a distributed version of Chroma. So in the same way that Elastic for those of you that are familiar with TextSearch, Elastic picked up Lucene, made it developer-friendly, they made it distributed, Chroma picks up some of these ANN algorithms, …”
Assertion Supported
Katz: Elastic hit $500M+ ARR with 41% international revenue mix
“When I left Elastic, I believe the company was doing a little bit north and a half a billion in recurring revenue at the time. I'm almost certain it was north of 40%. I think 41% of revenue was coming outside of the U.S.”