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 6 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
Halligan: Salesforce bought four marketing companies in one year, becoming competitors
“They bought four marketing companies in one year and we went from being their best partner to kind of an enemy.”
Gil: AI labs scaled from $1B to $10B revenue in one year
“ADP Took 20 something years to grow from a billion to ten billion in revenue. And then the next wave of companies like Adobe took about 20 years to go from one to 10. And then you fast forward in time and you have things like Salesforce or SAPs for an even mor…”
Gil: Big Tech, not VCs, drives multi-billion dollar AI funding rounds
“The big rounds aren't venture capitalists. Investing billions of dollars is the big tech companies. It's Amazon and Google and Microsoft and Salesforce and NVIDIA actually, right?”
Shih: Data Cloud is Salesforce's fastest-growing organically developed product
“We're seeing our data cloud grow as the fastest organically developed product in Salesforce's history, and a lot of that is driven by this need for data to power AI, whether it's for training and fine tuning or for reg.”