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 21 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
Microsoft used customer chat data to train AI models in 2023
“Nobody was doing this in 20, 23, not even Microsoft. Microsoft was using chat data to train the model.”
Bajaj: Krutrim effectively combines OpenAI, Nvidia, and AWS into one startup
“Krutrim is one of them. So ambitious. You know, it is effectively open AI plus Nvidia plus your Microsoft or AWS all in one, right?”
Soni: Adobe and Microsoft avoid acquisitions below $1B enterprise value
“The likes of Adobe, Microsoft, those companies, right? Those two They don't move as much until it's like a billion in enterprise value, right? Because it's just too small for them. So players like us are not attractive to them in general.”
Sharma: Antitrust Action Against Internet Explorer Enabled Google And Facebook
“So about 23 years ago, had they not challenged the monopoly of Internet Explorer,
I can tell you Google would not be an important company it is today.
You know, you won't have had Facebook as an independent company that you have today.
You know, even the curre…”
Parekh: India won't build a tech giant for another 15 years
“So whether we'll get a Microsoft, Google, or we'll get a generative AI startup in India, I don't know, or something else which will happen, but it's not going to happen in the next five years. But it'll probably, you think the probability of that happening in …”
Garg: Anthropic, Google, and OpenAI lead the consumer AI battle
“Ah, but really when you think about the players today, I think the three contenders today are really Anthropic, Google, And OpenAI, and I think Microsoft and Meta are sort of fast followers, ah, and Apple is the dark horse.”
Kumar: India will build Salesforce-scale tech giants in 10-20 years
“I think maybe in the next two, 20 years, we will see something like the next wave. Like, you know, now we are building products. It's all about now. How do you build a large scale products like Salesforce or Microsoft? It will happen. Eventually it will happen…”
Sharma: Microsoft's 2013 profits exceeded top 20 IT services firms combined
“Microsoft, of course, the profits are through the roof, but the low profit year for them was 2013. But even in that low profit year, they made more profits than the top 20 IT services companies of the world put together.”
Singhal: Tomorrow's Google, Facebook, and Microsoft will originate on blockchain
“Tomorrow's Google, Facebook, Microsoft, we believe would originate on blockchain, right? And hopefully would come from India, right?”
Pai: Amazon and Microsoft move slowly and are process-oriented like analog companies
“You worked in a large company, and when I say large company, I'm also saying large tech companies like Amazon, Microsoft. These are as process-oriented as some of the other analog companies. So they move slowly in a very process-oriented fashion, and maybe Goo…”
Sidana brokered a seed-stage Satya Nadella meeting, securing a Microsoft investment
“Evinst is one of my companies. The CEO, Naveen, I was the first investor. Naveen came to me one day and said, I want to talk to Microsoft, and he was still at the seed stage... Within four weeks, we had a one-on-one with Naveen and Satya Nadella. Microsoft bec…”
Rayapati: Trilogy paid more than Google and Microsoft in mid-2000s India
“They used to hire like, ah, top of the top, you know. And, ah, they used to pay a lot more than Google, Microsoft Amazon, you know, any of these players back then, right?”
Radhakrishna: No Indian company exists among global consumer tech giants
“So when you say global tech, it's Google, Facebook, Twitter, you know, Microsoft, everybody else. There is no Indian name there.”
Bhat: Solving BFSI compliance creates a defensible software moat
“BFSIS such as nearly 40% of Microsoft's or Gartner's earnings in a way, right? So it seemed like the largest vertical with the most IT budgets very high moat because they're very risk averse. But if you're able to solve for those, the compliance barriers, then…”
Sidana: Microsoft and Amazon went public at market caps under $1B
“Companies like Microsoft, Amazon, they went public at hundreds of millions of dollars of market cap. People forget that. Not billion, not even one billion, less than one billion market cap, they became public companies.”
Padval: Preempted Relyance AI Series B after 9-month courtship
“Reliance AI, which I led around series B, along with Microsoft and Menlo Ventures and others... I had to actually court him for nine months, develop a relationship where he got confident with me, And then I was able to preempt the round because he got total co…”
Rayapati: Senior leadership tenure at Big Tech ranges from 7 to 15 years
“When you look at really good companies like Amazon, Microsoft, Google, even Oracle. The leadership tenure, especially senior leadership tenure is, as I said, anywhere from seven, eight years to even 15 years.”
Krishnan: RealPlayer reached an $18B valuation and 90% market share
“Real Media Player again was an independent company valued at eighteen billion dollars or something like that, listed all of the stuff.
They had market share of 90%.”
Microsoft's Hyderabad research center is likely its largest outside Seattle
“Finally Microsoft put their research center in Hyderabad. And it's a massive research center. I don't know if you know, it's probably the largest outside of Seattle.”
Chandrababu Naidu asked ISB to cede five acres to Microsoft
“In fact, they wanted a little bit of extra land, and Mr. Naidoo personally called me, and he said, can you give us five acres of the land that we have sold you? I will give you land on the other side, right? And of course, I couldn't say no to him, even though…”