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

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.”
Ajay Kulkarni Sep 17, 2018 ▶ 16:46 3 Heretical Ideas on the Future of Data // Ajay Kulkarni, TimescaleDB (FirstMark's Data Driven NYC)
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…”
Ash Fontana Nov 20, 2017 ▶ 12:39 The Evolution and Impact of AI // Ash Fontana, Zetta Venture Partners
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.”
Aaron Katz Nov 16, 2021 ▶ 27:46 Fireside Chat: Aaron Katz (Co-Founder & CEO, ClickHouse) with Matt Turck (Partner, FirstMark)
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