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 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
Ghosh: LLMs Will Disrupt Massive Observability and Security Markets
“So, in the observability area of the site observability. Similarly, for security observability, I think there is a massive area SIEM. I would say these are backward facing categories which are massive TAM which will be impacted by LLMs and by using Gen AI.”
Ghosh: IT Teams Will Ditch Datadog and Splunk for Cheaper Alternatives
“There are two pieces of software that people always complain about from the IT side, and the op, and the IT ops side, and the data ops side, site ops side, SRE side, but they still pay, but they will absolutely switch if something cheaper comes. One is called …”
Jindal: Never leave a winning startup over a bad manager
“Never leave a company you believe in for like, you know, these kinds of reasons, you know, you have to stick it out because things change really fast. And one thing doesn't change is like, you know, the trajectory of the company, like if you are an interest co…”
Sidana: SignalFx sold for $1B and founder chose Engineering Capital again
“SignalFX was acquired for one billion by Splunk.
He then started Trastero.
He gave me the honor of being the first investor in Trastero after I was the first investor in SignalFX.”
Sidana: Splunk Acquired Cloud Monitoring Startup SignalFx for Over $1 Billion
“And that is the problem that SignalFX solved, and then of course, Phil Liu and Karthik, who were the founders of SignalFX, built a wonderful business on the back of that, that that Splunk was happy to acquire for over a billion dollars.”