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 9 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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
Desai: Hyperscalers are turning away top-50 enterprise customers due to capacity limits
“These hyperscalers, some of them, are running out of capacity, and they're running out of capacity, so this large customer in Texas, speaking to them, they have really good partnership with one of the hyperscalers. They wanted to move more workloads in cloud, …”
Ward: Startups are either execution-focused or multi-product innovators
“I think there's like two types of startups. There's innovation startups and execution startups. So an execution startup is like a rippling or a MongoDB, where it's just like, if you build a better database or a better HRIS system, you have line of sight to bil…”
Desai: Large Paris Enterprise Refuses Public Cloud Over French Sovereignty Rules
“Yesterday I was with a customer, and they said, hey, I just want to tell you, we are not, and it's a large customer based in Paris, we are not going to move our workloads to public cloud. We are going to run it on-prem. Data sovereignty is highest priority. Fr…”
Desai: AI startups demand machine-driven database administration over human DBAs
“In database world, when I was at Oracle, the most expensive person you can get is called Oracle DBA, database administrator, and they were the most expensive people that you have to hire when you're running Oracle, and now These AI companies are saying, we don…”
Desai: Enterprises do not standardize on a single AI model
“There is no, like, standardization even when it comes to these models, right? It goes anywhere from open source to closed source, small to large, horizontal to domain specific based on the use cases.”
Lin: Airbnb, DoorDash, Snowflake, and Square drove Sequoia's $43B distribution
“Airbnb, DoorDash, Unity, Snowflake I'm sure I'm missing a few others. Mongo, Square.”
Wu: Devin's breakthrough first task was autonomously fixing a MongoDB setup
“And, like, Devin just ran a bunch of stuff for a few minutes, and then fixed it. And then, like, sent Walden a message, like, hey, I got it, it's up now. Walden didn't really, he didn't really believe it at first. I think we still have the video recording of t…”