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

Prediction Not checkable as stated
Mike Olson predicts MapReduce compute cycles in Hadoop clusters will approach zero
“I think the percentage of cycles spent on MapReduce in Hadoop clusters generally is going to asymptotically approach zero. That's not because there will be less MapReduce happening, but because there will be so much of the other stuff happening.”
Mike Olson Dec 18, 2014 ▶ 10:45 Mike Olson, Cloudera // The Cloudera Story (Hosted by FirstMark Capital)
Prediction Not checkable as stated
Big data market has the potential to surpass relational database market size
“I think that there's an opportunity for the big data market to be much bigger than the relational database market was, right?”
Mike Olson Dec 18, 2014 ▶ 21:33 Mike Olson, Cloudera // The Cloudera Story (Hosted by FirstMark Capital)
Prediction Held up
Majority of big data market spend will go to applications, not platforms
“The lion's share of the money spent in the market Is going to be for apps, not for the platform.”
Mike Olson Dec 18, 2014 ▶ 28:57 Mike Olson, Cloudera // The Cloudera Story (Hosted by FirstMark Capital)
Assertion Not checkable as stated
Hadoop's shared-nothing architecture does not easily translate to OLAP or OLTP workloads
“Hadoop, this big scale-out, shared-nothing architecture, is good at much, but that architecture doesn't easily translate into OLAP or OLTP workloads.”
Mike Olson Dec 18, 2014 ▶ 8:45 Mike Olson, Cloudera // The Cloudera Story (Hosted by FirstMark Capital)
Assertion Supported
Intel acquired an 18 percent equity stake in Cloudera for $740 million
“Intel spent seven hundred forty million dollars and acquired an 18% stake in Cloudera.”
Mike Olson Dec 18, 2014 ▶ 19:36 Mike Olson, Cloudera // The Cloudera Story (Hosted by FirstMark Capital)
Assertion Supported
IBM began offering open-source alternatives within 2.5 years of Cloudera's founding
“At two and a half years, IBM was looking at what we were doing and offering their own open source alternatives, so.”
Mike Olson Dec 18, 2014 ▶ 26:48 Mike Olson, Cloudera // The Cloudera Story (Hosted by FirstMark Capital)
Assertion Partly supported
Annual spend on relational database tools is double the underlying platform spend
“Seventy billion annually is spent on services and applications and tools on top, right? So more than twice as big as the platform play is The tools play.”
Mike Olson Dec 18, 2014 ▶ 29:23 Mike Olson, Cloudera // The Cloudera Story (Hosted by FirstMark Capital)
Assertion Supported
Hortonworks' IPO matched its prior private valuation after a 60 percent spike
“Horton's IPO was exceptionally run, right? I mean, you know, A nice sixty-plus percent spike in the stock up to mid-twenties. It re-achieved the valuation that it had hit in private investment prior.”
Mike Olson Dec 18, 2014 ▶ 33:48 Mike Olson, Cloudera // The Cloudera Story (Hosted by FirstMark Capital)
Assertion Not checkable as stated
Splunk and Tableau were the only public big data stocks before Hortonworks
“Prior to Hortonworks IPO, you could go buy some Splunk, or you could buy Tableau, and there was really nothing else that was big data.”
Mike Olson Dec 18, 2014 ▶ 34:10 Mike Olson, Cloudera // The Cloudera Story (Hosted by FirstMark Capital)
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