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 5 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 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 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)
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 400 conversations transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.