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.
why aren't all 4 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
AWS is nearly certain to reach $100B in annual revenue
“And I think it's a near certainty Amazon's gonna do a hundred billion in revenue in AWS.”
Startup valuation correction will be a long tail, not a crash
“This is not like, 99 to 2001, where it went like that. I think it's much more of a long tail”
Wins from top unicorns will overwhelm broader ecosystem losses
“The overwhelming positives of a few of the companies in this unicorn ecosystem will overwhelm the losses”
The tech ecosystem is entering a cycle with less promotional BS
“I think we're moving into a cycle where it's gonna be refreshingly you know, I don't wanna say the promoters are gone, it's sort of the nature of industry, but it'll be a lot, there'll be a lot less of that kind of BS, and I think it'll make the whole ecosyste…”