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 4 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

Opinion
Deeter: IBM bought Red Hat for $33B because it was late
“Thirty-three billion dollars for Red Hat. Because IBM was jammed, they were late to the cloud party, and hybrid cloud is their attempt to be relevant again in the cloud universe.”
Byron Deeter May 20, 2019 ▶ 6:55 State of the Cloud 2019 from Bessemer Venture Partners
Assertion Supported
Deeter: Salesforce paid record 35x multiple for Slack acquisition
“35 X revenue multiple paid for what is a fantastic business by one of the leaders of cloud with Salesforce really showing that this was the second largest enterprise software acquisition in history after only IBM's purchase a red hat, but also the largest mult…”
Byron Deeter Mar 14, 2021 ▶ 18:25 The State of the Cloud: 2021 with Bessemer Venture Partners | SaaStr Software Community
Assertion Supported
IBM was Slack's largest customer with nearly 130,000 daily active users
“So today we have, we count IBM as our largest customer with close to a 130,000 daily active users.”
Kevin Egan Jul 1, 2019 ▶ 26:12 From Freemium to Enterprise with Slack
Assertion Not checkable as stated
Siroker: IBM has hundreds of non-developers running daily tests on Optimizely
“They've seen 70% of the decision gets made before sales person is involved. So they use Optimizely. They've got a team of hundreds of people doing A-B testing, optimization every single day that don't require developers to be involved in the process.”
Dan Siroker Jul 7, 2017 ▶ 6:29 How to Break Out and Really Scale
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