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 7 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

Opinion
Microsoft Azure 'cheats a little bit' when reporting total cloud revenue
“No, and Azure claims they do as well. Yeah, yeah, if you lump everything in, they claim. Right. But, yeah, they cheat a little bit. They do, and how they break out the numbers.”
Amr Awadallah Feb 20, 2020 ▶ 19:31 How to Resurrect Innovation in the Enterprise // Amr Awadallah, Google (FirstMark's Data Driven NYC)
Opinion
Evans: AWS, Azure, and Google Cloud are fundamentally different businesses
“The first is if you actually look at the market shares, Google Cloud, Azure, and AWS are actually in quite different businesses. AWS is mostly infrastructure. Microsoft is mostly services. Google is mostly scrambling to catch up in a very distant certain place…”
Benedict Evans Mar 19, 2026 ▶ 3:34 Benedict Evans: OpenAI’s Moat Problem & the Future of Software
Opinion
Google Cloud product maturity is far ahead of AWS and Azure
“So I think, I personally think, and not me, many of the analysts, like Gartner, Forrester, and many others, that the product maturity of what Google has, especially when it comes to data warehousing, or this kind of stuff, application modernization, or machine…”
Amr Awadallah Feb 20, 2020 ▶ 18:14 How to Resurrect Innovation in the Enterprise // Amr Awadallah, Google (FirstMark's Data Driven NYC)
Insight
Bhardwaj: Building operational apps needs better abstractions than raw cloud services
“There should be a better way to plug it, to build these applications and to distribute these applications than, like, the building blocks provided by these services.”
Anant Bhardwaj Jan 17, 2019 ▶ 6:11 Why Does The World Need Another Computer? // Anant Bhardwaj, Instabase (FirstMark's Data Driven NYC)
Disclosure
Snowflake plans to expand to Microsoft Azure and Google Cloud
“And so, you know, we are getting requests for other clouds, and we hear, you know, hear them about Microsoft and Google and so you'll, you'll see some things coming up in the future.”
Bob Muglia Apr 9, 2018 ▶ 22:11 Fireside Chat with Bob Muglia, CEO at Snowflake (FirstMark's Data Driven)
Opinion
Rogojan prefers AWS and GCP due to Azure usability issues
“I have my own qualms with Azure every time I use it. So I just like AWS and GCP slightly better.”
Ben Rogojan (Seattle Data Guy) Jan 23, 2025 ▶ 21:39 Understanding Data Engineering in 2025 | Ben Rogojan, Seattle Data Guy
Assertion Not checkable as stated
Horowitz: MongoDB saw a huge amount of Azure adoption over the past year
“What we see is a lot of, ah, a huge amount of Azure adoption in the last year.”
Eliot Horowitz Mar 18, 2016 ▶ 26:34 A Fireside Chat With MongoDB CTO Eliot Horowitz (Data Driven NYC / FirstMark)
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