The Ledger

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why aren't all 2 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

Prediction Not checkable as stated
Salesforce and ServiceNow will resist the MCP movement to protect UI engagement
“We don't just depend on Salesforce's MCP or ServiceNow's MCP. Which, by the way, they won't be very good at. I can tell you that because they don't want to be a data-only company. These large incumbents, they don't want to be a data-only company. They would ra…”
Dheeraj Pandey Nov 3, 2025 ▶ 26:47 He built a $20B public company, left—then raised a $100M Series A. | Dheeraj Pandey, Founder of N... · PMF Show
Insight
Model Context Protocol creates value by enabling user-driven extensible integrations
“And so, MCP enables the second kind of integrations, which is like you could turn any sort of smart software into an extensible thing so that as a user, you could say, hey, I want my specific software like cursor to connect with Jira, right? Because Jira is wh…”
Soham Ganatra Sep 10, 2025 ▶ 47:49 He quit his job, went all-in on AI agents—then grew to 100K users & a $30M Series A in a year. | ... · PMF Show
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