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 13 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
Tandon: Epic creates extreme data friction compared to Salesforce
“For all the shit Salesforce gets as a company, if I want to move data from one, you know, place in Salesforce to another place in Salesforce, I can do it with my eyes closed. Like, there's no, I don't have to ask for permission. If I want to do that in Epic, I…”
Siemiatkowski: Large SaaS firms lack incentives to streamline complex software
“One of the challenges I think with SaaS models is especially the larger SaaS companies. They are less dependent on their monthly subscription fees, but they have this whole ecosystem of consultants who charge on the hour to implement and fix. It's true for Sal…”
Socher: Salesforce Research invented prompt engineering in 2018
“On the research side this was in 2018, we finally culminated all my ideas when we invented prompt engineering, and we didn't quite call it prompt engineering, but the basic idea was there, namely that you can prompt a single model with different questions, and…”
Rangwalla: Combined OpenAI and Anthropic ARR Exceeds Salesforce and ServiceNow
“And then when you think about both of them combined, let's say they're close to sixty billion dollars. I mean, that is bigger than ServiceNow, that is bigger than Salesforce, that is bigger than any big name SaaS platform that you would think about. And these …”
AI benefits will accrue mostly to fast-moving larger companies
“I think that in a world of AI and as AI starts to mature, I think a lot of the benefits actually go to what I would call not the incumbents, but like the fast moving larger companies. Like, of course there will be a few companies that start from zero and explo…”
Left Lane's 20-person investment team speaks with 780 companies a month
“I think I was checking before this, I think we've spoken with 780 companies this month so far. So we got another week to go and manage Everything in Salesforce. And so, but that's really a, it comprises of, you know, the investment team of 20, twenty-ish.”
Kolicich: Enterprise 1.0 software like Salesforce is just database wrappers
“If you look at enterprise software, we call it one. And they're very simple systems. In many ways, they're wrappers over a database. If you look at Salesforce, Salesforce doesn't help you make a decision, really. Maybe there's only for the product I do today, …”
Ding: Benioff will adjust Salesforce through new tech shifts
“One thing that's really remarkable is, is very hard to have a dominant product and company for 30 years through multiple tech shifts, and so I just would not count Benioff out.
[1992] Shensi Ding: I think, like, he's able to adjust really well to whatever mark…”
Immerman: Meta, Salesforce, Deutsche Telekom, and Revolut build on ElevenLabs
“Fast forward to today, the enterprise business has customers like Meta and Salesforce and Deutsche Telekom. They announced Revolut last week. These are massive companies that are building agents on top of their platform.”
Tunguz: Moving and unifying fragmented enterprise data is AI's biggest blocker
“The average enterprise is more than a hundred different software applications, and so you might have three or four different Salesforce instances, and You're marketing data as a customer data platform. That's a third thing, a second thing, and maybe you have a…”
Gil: Salesforce's ecosystem creates defensibility by forcing rivals to replicate third-party apps
“Salesforce is a good example. Everybody's built an app on top of Salesforce. Everybody's selling those apps are integrated in a deep way that helps create defensibility because if you're trying to build a Salesforce competitor, you may also have to build all t…”
O'Shea: Turing Reaches $300M+ Revenue and $2.2B Valuation Profitably
“Three hundred million plus in revenue and profitable. Two hundred and twenty-five million in funding at a last valuation of 2.2 billion. A network of four million engineers and customers that include OpenAI, NVIDIA, Anthropoc, Google, Microsoft, Meta, Salesfor…”