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 12 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
Ding: Building Integrations In-House Is as Pointless as Self-Hosting Servers
“There have been some situations where we've talked to companies where they're like, no, like our founder believes in like we build this in house and we can be uniquely good at it. And obviously I'm biased, but that is just fundamentally not true. There's no on…”
Goel: AWS remains a nightmare for spinning up simple servers
“I mean, it depends on what you were using, but like AWS was and kind of remains a nightmare if you want to spin up a simple server.”
Hastings: Offshore bookkeeping firms do not understand modern SaaS expenses
“The main firms that do this are offshoring and by no fault of the bookkeepers, they just don't know the latest SaaS trends, the latest tools. They don't know the difference between AWS and buying some office furniture off of Amazon.”
Kazi Ahmed: Cost synergies in software roll-ups are minimal versus revenue synergies
“The synergies were much more on the revenue side. I think there were some on the cost side, right? It's like, you know, we, a much smaller marketing team could go across all of them and, you know, a smaller sort of engineering team could sort of handle all of …”
Goel: Hyperscalers Build for DevOps Engineers Due to Enterprise Revenue Incentives
“And for AWS and GCP and Azure, all the money
Is in massive enterprise contracts with companies that have massive DevOps teams.
So guess who they're building for?
They're building for DevOps engineers.”
Apple iOS and AWS both succeeded by converging disparate tools
“IOS removed a lot of gadgets, and AWS removed a lot of gadgets. They just left shifted all that and said, look, you don't have to worry about going to 10 different vendors to spin up an app.”
Liberty: Pinecone Saturated Entire Cloud Regions Post-ChatGPT Demand
“We got to the point where we would saturate whole, like, regions in, in, in AWS and GCP. We just couldn't meet the demand.”
Liberty: Staying at AWS Would Have Paid More Than Founding Pinecone
“Even now to this day, we're five years in. Pinecone is a raving success and so on. I have, I would have done much to this day. I mean, put my stock aside, I will have done a lot better had I stayed at AWS, right?”
Arvatz: Major cloud waste hides deep in service architecture configurations
“There is a whole concept of like hidden waste that people are not even aware of. Why? Because it's very deep on the architectural level, on the way you configure your managed services, things that you really have to read, like the cloud provider's manual to un…”
Amazon's advertising profits now match its AWS profits
“And now I just saw that the, like, if you look at just the profits from the advertisement business is now matching the profits of AWS.”
Goel: Early GPU notebook tool reached 10,000 data scientists organically
“Again, true word of mouth, because it was so easy to use, I quickly got to, like, 10,000 data scientists on the platform.”
Foster: Early Hackers Breached Computers to Steal Internet Connection Time
“A lot of it in the very early days was all just use of services. Like, it cost money to be on the internet. You paid, in a lot of cases, you were paying literally, like, by the minute, To be on the internet. And so you had people who would break into your comp…”