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 9 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 Not checkable as stated
Narayan: Materialize provides 99.9% of batch database functionality
“And we really think materialize the product is the first database that gives you know, I don't want to say literally all the functionality, but to the morally speaking, you know, 99.9% of the functionality that you can write in a batch database.”
Arjun Narayan Mar 15, 2021 ▶ 18:13 Fireside Chat: Arjun Narayan (Founder & CEO, Materialize) with Matt Turck (Partner, FirstMark)
Prediction Not checkable as stated
Narayan: Streaming will remain niche until tooling matches batch systems
“Until streaming gets to the same level of tooling, and a large part of that tooling is dbt as existing batch systems you know, it will still remain a fairly niche technology.”
Arjun Narayan Mar 15, 2021 ▶ 21:17 Fireside Chat: Arjun Narayan (Founder & CEO, Materialize) with Matt Turck (Partner, FirstMark)
Insight
Narayan: Software requiring code rewrites in new languages is largely doomed
“Any pitch. I'm generally very skeptical where you can tell folks, you can have all these great new benefits of low latency or whatever it is, but you got to start all over from scratch, right? You have to throw everything out there and you're going to rebuild …”
Arjun Narayan Mar 15, 2021 ▶ 7:37 Fireside Chat: Arjun Narayan (Founder & CEO, Materialize) with Matt Turck (Partner, FirstMark)
Assertion Supported
Narayan: Timely Dataflow was first stream processor to match batch processing capabilities
“It was sort of the first, what I would describe as The very first stream processor that could do everything that batch processors could do.”
Arjun Narayan Mar 15, 2021 ▶ 13:13 Fireside Chat: Arjun Narayan (Founder & CEO, Materialize) with Matt Turck (Partner, FirstMark)
Assertion Not checkable as stated
Arjun Narayan: Streaming data processing has expanded beyond niche financial applications
“And what we've been seeing is that streaming has started to become over the, over several decades and particularly in the past few years, much, much more broadly applicable. Beyond those small niche use cases as more and more businesses and use users benefit f…”
Arjun Narayan Mar 15, 2021 ▶ 1:24 Fireside Chat: Arjun Narayan (Founder & CEO, Materialize) with Matt Turck (Partner, FirstMark)
Insight
Narayan: Apache Kafka is essential for building and operating microservices
“It has been to, in my opinion, a key enabler of microservices. I think it's pretty difficult to build and operate a decentralized set of microservices without first adopting something like Kafka in your organization to just move the data between all of these v…”
Arjun Narayan Mar 15, 2021 ▶ 4:25 Fireside Chat: Arjun Narayan (Founder & CEO, Materialize) with Matt Turck (Partner, FirstMark)
Assertion Not checkable as stated
Arjun Narayan: Standard analytics databases add latency by lacking incremental computation
“So, so stopping everything and recomputing from scratch is not really a framework that scales to these lower and lower latencies, which is why fundamentally a lot of analytics databases today including some of the more famous ones, they would prefer it if you …”
Arjun Narayan Mar 15, 2021 ▶ 5:45 Fireside Chat: Arjun Narayan (Founder & CEO, Materialize) with Matt Turck (Partner, FirstMark)
Opinion
Arjun Narayan: Snowflake succeeded by wrapping cloud architecture in familiar SQL
“Snowflake is a fantastic example of, under the hood, they, you know, they have a very modern microservice architecture, but it's all sort of very neatly wrapped up with a bow on top, such that it looks like a SQL database, and that's much, much more attractive…”
Arjun Narayan Mar 15, 2021 ▶ 11:20 Fireside Chat: Arjun Narayan (Founder & CEO, Materialize) with Matt Turck (Partner, FirstMark)
Opinion
Narayan: dbt serves as GitHub for SQL code
“I think of it as like GitHub for all of your SQL, right?”
Arjun Narayan Mar 15, 2021 ▶ 19:58 Fireside Chat: Arjun Narayan (Founder & CEO, Materialize) with Matt Turck (Partner, FirstMark)
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