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 6 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.”
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.”