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 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
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.”
Ghodsi: Red Hat was the only successful on-prem open source model
“We thought there was one example of a good one, which was Red Hat, but there weren't many other examples that were doing well, and now we've seen Red Hat, you know, also, you know, did not survive as an independent company.”
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…”