why aren't all 10 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
Prediction Not checkable as stated
Sigma CEO Mike Palmer says text-to-SQL AI products are a joke
“So I think these products are a joke. I don't think that they're going to succeed and we don't care about them.”
Disclosure
Mike Palmer requires all Sigma Computing employees to work in-office
“Even in face masks, I required everybody to come back to the office and I still require that today. Which is its own conversation, but I'm not a believer in remote work”
Opinion
Mike Palmer: Forcing SQL concepts into natural language is engineering hubris
“So the idea that I'm supposed to adopt a SQL semantic concept into my natural language is the ultimate hubris of engineering.”
Opinion
Sutter Hill's Mike Spicer funds companies despite overwhelming failure evidence
“Which is, by the way, a testament to Mike Spicer at Sutter Hill because he is, he has so much conviction in his companies that despite overwhelming evidence that the company is a total failure, he keeps investing in it.”
Assertion Not checkable as stated
Palmer: Sigma's query transaction overhead is under one second
“Our customers have up to trillions of records. And our overhead on that transaction is less than one second.”
Assertion Not checkable as stated
Internal study: Enterprise clients touch only 0.1% of warehouse data tables
“So we looked at all of our enterprise customers Table utilization over a 60 day period, and .1% of the tables in their warehouses were ever touched.”
Assertion Not checkable as stated
JPMorgan built a six-billion-row pivot table using Sigma Computing
“But the fun part is like a reference JP Morgan Who uses our product, and when they connected the first time, the guys, I think, is sort of like, I can swear in here. Holy , holy , I just built a six billion row pivot table, right?”
Assertion Not checkable as stated
Sigma Computing grew from $2M to $100M ARR in 3.5 years
“We went from a couple of million dollars in June of 21 to a hundred million dollars three and a half years later”
Disclosure
Sigma had under $800K ARR and 50 customers at year seven
“So I joined, you know, almost seven years into the company. They had less, you know, about 800,000 dollars in ARR, 50 customers and about 50 employees.”
Disclosure
Sigma CEO: Sigma does not cache data, running all queries live
“We do not do any caching. So everything you do in Sigma is live query on the warehouse.”