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 11 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
Johnson: Every business will need a data refinery
“Every business is going to need a data refinery.”
Mark Johnson Mar 2, 2018 ▶ 0:53 Every Business Will Need a Data Refinery // Mark Johnson, Descartes Labs (FirstMark's Data Driven)
Opinion
Johnson: Twitter holds an incredibly valuable but underutilized dataset
“I think Twitter is a great example where it's not that they're not doing nothing, they're not doing, they're doing some things with the data, it's just they could do a lot more. I think it's one of the most valuable data sets on the planet, but one would think…”
Mark Johnson Mar 2, 2018 ▶ 6:55 Every Business Will Need a Data Refinery // Mark Johnson, Descartes Labs (FirstMark's Data Driven)
Prediction Not checkable as stated
Johnson: Corporate data hoarding will diminish over the next decade
“So I think for right now most companies are going to keep their data incredibly proprietary. But I expect that to change maybe, maybe not in the next year, but certainly in the next five to 10 years.”
Mark Johnson Mar 2, 2018 ▶ 14:43 Every Business Will Need a Data Refinery // Mark Johnson, Descartes Labs (FirstMark's Data Driven)
Prediction Not checkable as stated
Descartes Labs expects daily data ingestion to exceed 100 terabytes
“Now, recently we're putting a lot of proprietary data sets on the system also that's why we'll go from 15 terabytes a day this year to a lot more. Probably over, well over a hundred.”
Mark Johnson Mar 2, 2018 ▶ 15:59 Every Business Will Need a Data Refinery // Mark Johnson, Descartes Labs (FirstMark's Data Driven)
Disclosure
Cargill is an investor and client of Descartes Labs
“And, you know, Cargill now is an investor and a client.”
Mark Johnson Mar 2, 2018 ▶ 11:36 Every Business Will Need a Data Refinery // Mark Johnson, Descartes Labs (FirstMark's Data Driven)
Opinion
Johnson: Field-level yield is the most valuable dataset in agriculture
“When I think about the most valuable data sets you could possibly have for agriculture it's field level yield. That is, how many bushels per acre are coming out of this field?”
Mark Johnson Mar 2, 2018 ▶ 18:01 Every Business Will Need a Data Refinery // Mark Johnson, Descartes Labs (FirstMark's Data Driven)
Disclosure
Space 2.0 startups are betting on commercial clients over government revenue
“If you look at the new crop of space two dot O companies, Descartes Labs, Planet, Spire companies like this, we're all betting on commercial.”
Mark Johnson Mar 2, 2018 ▶ 21:21 Every Business Will Need a Data Refinery // Mark Johnson, Descartes Labs (FirstMark's Data Driven)
Prediction Held up
Johnson: $1 billion will flow into satellite infrastructure over coming years
“It turns out there is a billion dollars of investment going into satellites over the next few years.”
Mark Johnson Mar 2, 2018 ▶ 8:46 Every Business Will Need a Data Refinery // Mark Johnson, Descartes Labs (FirstMark's Data Driven)
Assertion Not checkable as stated
Descartes Labs maintains a 10-petabyte data archive
“And we have over 10 petabytes of data in the archive.”
Mark Johnson Mar 2, 2018 ▶ 10:34 Every Business Will Need a Data Refinery // Mark Johnson, Descartes Labs (FirstMark's Data Driven)
Assertion Supported
Johnson: DigitalGlobe still derives most of its revenue from governments
“A company like Digital Globe, most of their revenue still comes from governments.”
Mark Johnson Mar 2, 2018 ▶ 21:14 Every Business Will Need a Data Refinery // Mark Johnson, Descartes Labs (FirstMark's Data Driven)
Assertion Supported
USDA corn production estimates achieve under 1% error by season end
“By the end of the season, they're less than one percent error of the total production in the United States”
Mark Johnson Mar 2, 2018 ▶ 23:38 Every Business Will Need a Data Refinery // Mark Johnson, Descartes Labs (FirstMark's Data Driven)
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