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 11 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
Lemkin: Digital AI sales engineers will soon join live sales calls
“I think A digital SE like this is Brian Halligan's digital one on Delphi is going to come to the zooms. The human it's a person is going to be there. And I brought this up and Dara said, give me another release and this will be full duplex. Like my AI and Bria…”
Lemkin: Slack and Zoom Avoided Price Hikes for Years Early On
“Slack and zoom never raised prices for years. Slack was disruptive in the early days because it implemented what it called the fair billing policy. And if you didn't use seats, they didn't charge you for them.”
Lemkin: Zoom Trades at 3.8x Despite Generating $2B Free Cash Flow
“Zooms at four over four billion in revenue. Half of it is free cash flow. Zoom is generating two billion of cash out of its four billion. No one cares. It's worth three and 3.8 X revenue.”
Ram: Processing Zoom backgrounds locally on AI PCs doubles laptop battery life
“As an example, we're running virtual backgrounds on local AI PC. If you're sitting in a coffee shop and running a Zoom meeting, it doubles The battery life of your machine by having that run locally.”
Lemkin: Zoom is nearly halting follow-on equity grants under Wall Street pressure
“Zoom says they're almost stopping issuing follow on grants because Wall Street won't let them do it.”
Robinson: Zoom has captured more than 64% market share in video conferencing
“And they've now achieved more than 64% of market share, and it continues to grow.”
Lemkin: Zoom is growing at 4% annually on $4 billion revenue
“Zoom's under pressure. They're growing four percent a year at four billion.”
Lemkin: Zoom Stalled For Three Years After Hitting $4B In 2021
“Zoom in one year went from one to four billion in revenue from whatever mid-twenty-twenty-twenty-twenty-one went from one to four billion from twenty-twenty to twenty-twenty-one. Anyone know what Zoom's revenue is today? Four billion. So one year quadrupled an…”
Pelosi: Zoom grew from 2,400 to over 8,000 employees in 18 months
“We went from, I think it was right around 2400 employees to over 8000 in about 18 months.”