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 10 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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
Lemkin: Global Software Spend Growth Is Accelerating to 15%
“That's going from 12.8% growth in all software spend last year, which was high. To 15% growth this year. It is accelerating.”
Lemkin: SaaS spending is accelerating, up 20% this year
“If you look at Gartner or anyone, SaaS spending overall is accelerating. It's up 20% this year, which is more than last year on both the percentage and of course, an absolute basis.”
Gartner: Software Spend Growth Projected to Reaccelerate to 15.2% in 2026
“This is, and if they're predicting it's going to reaccelerate to 15.2 for software, 9.8% overall for it.”
Founders should not fear discussing negative news because buyers already know
“If it's a relevant question and if it's a relevant issue, the people that it matters to are gonna know about it. Like for us, the people that look at the magic quadrant have already looked at it. They're not gonna go look at it and see our position went down a…”
Gartner: Global Enterprise Software Spending Accelerated to 11.9% in 2025
“Software spend slowed for awhile. And we accelerated in 25 because of AI to 11.9% at 1.2 trillion.”
Lemkin: Enterprise software growth is half price hikes, quarter AI budgets
“Gartner said overall enterprise software is going to grow the fastest it ever has at 15% a year at this scale, right? I mean 400 billion. It's hasn't grown this fast ever, but of that 15%, almost half is taken up by price increases from existing investors. Eve…”
Lemkin: Average SaaS Vendor Counts Are Down While Spend Is Up
“Zylo, which It's one of the vendors that helps you manage SAS costs and vendors reported that the average number of SAS vendors is down. It's down. And that's, I think there's a number of reasons, but it's not because spend is down. According to Gartner, spend…”
Okta's position dropped slightly in Gartner's Magic Quadrant as competitors caught up
“And last year we were like way up in the leader position. And this year we came down a little bit and the other competitors got, got around us and caught us a little bit in the quadrant and it was, everyone's bummed out when that happens.”
Lemkin: Gartner Projects Enterprise SaaS Spend to Grow 18% Annually
“You know, SaaS is still gonna grow 18% in spend this year, and another 18% next year. People are still gonna spend almost two hundred million dollars in the U.S. Alone on SaaS, just in the enterprise, 200,000,000,230 billion next year.”