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

Insight
Zima: Major Tech Platforms Do Not Care About Early-Stage Startups
“There are gigantic tech partners like Snowflake and Databricks and Google and Amazon. They don't care about you when you're two people or 10 people or whatever.”
Colin Zima Aug 10, 2026 ▶ 33:40 He lost his first 5 deals—built the next Looker, raised $250M | Omni
Insight
Woollen: BI tools and cloud warehouses are useless on their own
“Any of the products in this market are basically useless by themselves. So like, SIGMA is not useful unless you can connect it to a, something like a Snowflake or a Databricks. A Snowflake or a Databricks just by itself is not that useful. You need something t…”
Rob Woollen Jun 30, 2025 ▶ 20:36 He went 7 years with no revenue— then grew to $100M ARR. | Rob Woollen, Co-Founder of Sigma · PMF Show
Assertion Not checkable as stated
Woollen: Cloud data warehouses traditionally locked data behind SQL and Python
“And our key insight was that companies increasingly move a large majority of their data into these large cloud data systems like a Snowflake or a Databricks or Google BigQuery. And those systems traditionally, you could really only access them directly if you …”
Rob Woollen Jun 30, 2025 ▶ 4:18 He went 7 years with no revenue— then grew to $100M ARR. | Rob Woollen, Co-Founder of Sigma · PMF Show
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