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 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

Opinion
Dave Morin: Databricks's $60 billion mega-rounds are not venture capital
“The fact that we're even referring to this as a round. This is not venture capital.”
Dave Morin Dec 20, 2024 ▶ 21:57 #78: 2024 Tech Company of the Year + 2025 Predictions · More or Less Podcast
Insight
Gil: Databricks Is Smart to Aggressively Acquire Startups Before Going Public
“And so it's actually harder to buy things as a public company as it is from a private company, which is why I think what Databricks is doing or some others in terms of buying things while you're private is really smart because it's going to get harder once you…”
Elad Gil Jun 21, 2024 ▶ 11:53 #52: Elad Gil on What to Build in AI (Part II) · More or Less Podcast
Assertion Supported
Jessica Lessin: Capital Group is an unannounced investor in Databricks
“And we had a piece that one of their not announced investors is Capital Group, right? Which is a huge, you know, public tech investor, also done private, but is very sort of under the radar and obviously like not a venture capital firm.”
Jessica Lessin Dec 20, 2024 ▶ 23:33 #78: 2024 Tech Company of the Year + 2025 Predictions · More or Less Podcast
Assertion Supported
Jessica Lessin: Databricks is acquiring MosaicML for over $1 billion
“We've got Databricks buying Mosaic, an AI company for more than a billion dollars.”
Jessica Lessin Jun 30, 2023 ▶ 2:03 #4: MMA, M&A and Misfits; Silicon Valley's weird cultural moment · More or Less Podcast
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