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 3 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
Ashu Garg: CIOs migrating ERPs without context graphs are failing their duties
“If you are the CIO organization in a Fortune hundred company, and you are thinking about an SAP or an Oracle migration, well, call one 800 Tessera, because if you are looking to drive a major, you know, system of record migration without exploring What, you kn…”
Ashu Garg Feb 27, 2026 ▶ 32:29 AI Needs to Know Why You took THAT decision | Ashu Garg, Investor at Foundation Capital
Disclosure
Kumari: Merlin AI has replaced NetSuite, Dynamics, SAP, Epicor, Syspro, and Odoo
“As far as NetSuite and, you know, Dynamics and SAPs and Pro and Epicore, SysPro, all of which we have replaced, Odoo also, by the way the latest to join the bandwagon, like all of these were not built for construction.”
Sneha Kumari Apr 9, 2026 ▶ 18:39 Why Construction still Runs on Spreadsheets (And How AI Fixes It) | Sneha & Graham, Merlin AI
Insight
Khandelwal: Large enterprises suffer from the same lack of focus as startups
“It's, do you see this also in the large firms, right? I mean, you try to do too many things and you don't just attempt to differ let's say and not do anything right in the right way. So I think that's a learning you can even extract this out of through a past …”
Dilipkumar Khandelwal Mar 15, 2021 ▶ 17:51 Dilipkumar Khandelwal on building a strong portfolio of B2B SaaS companies as an Angel Investor
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