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 27 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
Benioff: Microsoft's Partnership With OpenAI Will Turn Into Direct Competition
“Microsoft is a company that wants to own it all, control it all. If they see a hot company or a hot startup, they ask themselves, hey, why is that not in our world? And in the case of they, usually they like To either try to feign an acquisition and then based…”
Lemkin: Generic $20-a-Month AI Copilots Are a Failure
“This is why co-pilots are like a failure. No one wants to pay for the office co-pilot. That does a little bit extra for another 20 bucks a month. They want something that does something incredibly powerful and very meaningful with almost instant ROI.”
Benioff: Microsoft Used 'Dark' and 'Horrible' Tactics to Attack Slack
“You can see the horrible things that Microsoft did to Slack before we bought it. And yeah, that was pretty bad and they were running their playbook and did a lot of dark stuff. And it's all got in a written up in an EU complaint, but Slack made before we bough…”
Parker Conrad: Slack sold to Salesforce because Microsoft Teams was bundled free
“That's why Slack is owned by Salesforce now, because, like, Teams is free and the Microsoft bundle.”
O'Driscoll: AI apps will create massive public market outcomes within 15 years.
“But then I still think there are going to be over the next 1015 years, just as Microsoft dominated the client server and PC age and was the operating system, but there were hundreds of client server apps companies that achieved successful and great outcomes in…”
Lemkin: Customers Rejected Microsoft's $20 Per Month Word Copilot
“No one wanted to pay an extra 20 bucks a month to talk to word. Okay. That was the great innovation. And even Microsoft couldn't get people to buy that. It doesn't work. No one wants a mediocre co-pilot.”
Lemkin: Vibe coding apps like Salesforce in 10 minutes is dangerous bologna
“There's a lot of stuff on social media about, Hey, you can just vibe code your own HubSpot or Salesforce. You can vibe code your own notion. It will take. 10 minutes. That's Sony baloney. And it is almost dangerous Sony baloney because it's not just startups t…”
Lemkin: Building a production vibe-coded B2B app takes a month, 60% QA
“If you seriously want to put a simple, but real B to B app into production with real users, collecting real information and charging for it for real, and you want it to be any good budget a month. A month and 60% of your time will be QA and testing.”
Halligan: HubSpot Avoids Hiring Executives From Google and Microsoft
“The other hack that helped us is we just don't hire anyone from Google or Microsoft or a giant company that it's like a different level of abstraction from where we're at. It was used to having, you know, a lot of staff and a lot of help around that maybe we'r…”
Lemkin: LinkedIn panicked and sold cheaply to Microsoft for $26B
“LinkedIn panicked and sold to Microsoft really cheap. 20, I think, 25, twenty-six billion, but it was a profitable rocket ship with no need to sell.”
Box CRO: Microsoft and Salesforce will win enterprise SaaS consolidation waves
“Well, I think that the extra large vendors will benefit big time as they did in the client server era. And so if you think about the number one and the number two cloud investments at the app layer, not the infrastructure layer that organizations are making at…”
Epstein: Microsoft Teams beat Slack via enterprise CIO relationships despite inferior product
“Microsoft had the relationships with the CIOs, and people were, companies were wall-to-wall Microsoft, that their product didn't even have to be as good as Slack. They could still go win so many customers, and they didn't say, oh, wow, there's this new PLG thi…”
Deeter: Cloud leaders are superseding FAANG as tech growth drivers
“Our thesis internally is that those horizons and the growth rates of those markets are starting to pull back, and that you see a changing of the guard. And it's really the cloud basket, and we pulled out six names in particular with Microsoft, Twilio, Shopify,…”
Legacy CRM competitors cannot offer freemium due to software complexity
“Like if one of those companies wanted to do freemium, it would fall down on itself because it's hard to stand that darn thing up. It's really hard to use really hard to set up.”
Liu: Microsoft Lists is a direct attempt to replicate Airtable
“Microsoft has a product called list that is. In many ways, like a direct, you know, kind of attempt to replicate air table. We think we have a lot of product advantages over that product, but you know, it's a much more direct play against air table. Google has…”
Maggie Hott: Microsoft Teams is a severely inferior product to Slack
“I think Teams is a severely inferior product to Slack. I still think Slack is a world-class product, but you could argue that we did not win in the large enterprise and Microsoft won because of their distribution power.”
Lemkin: LinkedIn Panicked and Sold to Microsoft in 2016 Flash Crash
“It was so crazy that LinkedIn, even though they were profitable in public, panicked and sold to Microsoft.”
Monroy: Azure Container Service initially failed to deliver reliable cluster upgrades
“Customers wanted to hire ACS to upgrade their clusters. They wanted to hire ACS to provide reliability, a reliable infrastructure for them. We weren't fulfilling the job to be done that they had brought to the table, and that was a big problem.”
Betakure: Microsoft study found remote work maintained productivity but siloed teams
“Microsoft just did a study of 60,000 of their employees, and what they found was, while some productivity maintained, silos were created around teams in which they didn't collaborate, and so, you know, people were on islands during these last 18 months, and fu…”
Howie Liu: Founders Overestimate Competition Short-Term but Underestimate It Long-Term
“We tend to overestimate competition in the short term. We get really freaked out about it. But we underestimate in the longterm. So, you know, like calm yourself down in the short term, but then like be more paranoid in the longterm about what this really mean…”
Filev: Trying to Out-Microsoft Microsoft Is Suicidal for Startups
“You're, again, you're not trying to out Microsoft Microsoft. That, that's suicidal. Don't do that. So, think about things that are truly different.”
Tunguz: Microsoft achieved human parity in speech recognition in 2016
“Microsoft released some research in 2016 that a computer can understand human speech as well as another human.”
Tunguz: Google, Microsoft, and Amazon will dominate foundational AI APIs
“Google, Microsoft, Amazon, they will be releasing the APIs that lots of companies will be building on, competing with them. You may want to compete with them, but we will likely not invest in that because it's a very challenging go to market strategy.”
Tunguz: Microsoft OpenAI customer count tripled in recent quarter
“You look at the total number of customers that are starting to use Microsoft's OpenAI technology has three X, I think, in the last quarter in the reporting.”
Monroy: Azure Kubernetes Service was Azure's fastest-growing compute service ever
“At Microsoft, I started Azure's Kubernetes service, which is the fastest growing service compute service in Azure's history.”