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 7 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
Snowflake raised $1B+ to fight Amazon and Google on price
“There was a similar company called Snowflake Computing. So they took a route of two by raising one billion dollar plus.”
Deeter: Two of Top Three Global Companies Appointed Cloud Leaders as CEOs
“It's telling that two of the world's top three market cap companies on the planet have both decided to place their cloud leaders in charge of their entire business.”
Lawson: Domino's stock outperformed Google, Amazon, and Facebook over the past decade
“The Domino's stock since in the last decade has outperformed like Google and Amazon and like Facebook.”
Ferrara: Amazon 2019 earnings transcript mentioned AWS 78 times and retail twice
“So this analyst, Artie Levy from CNBC, took the Amazon earnings transcript from earlier this year, and he actually counted the words, counted the number of times that words like AWS or retail or Alexa were mentioned. Retail was mentioned twice. That's it. And …”
AWS Route 53 supported only 7 of Algolia's 12 regions in 2014
“Like we had at the moment of the launch, 12 regions. Amazon was covering only seven of them. So we were not able to do the geo routing for all our customers, all our region.”
Deeter: Amazon earnings release referenced AWS 78 times versus twice for retail
“78 times in the AWS, ah, AWS was referenced in the Amazon press release and earnings announcement. Twice for retail.”
Seibel: Twitch took years to find product-market fit before $1B acquisition
“Twitch sold for a billion dollars, but most people don't really understand the backstory. You know, Twitch started as an online reality TV show. And if you look at the story, it started in 2006, and by 2012, it was worth 24 dollars. By 2014, it was worth a bil…”