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 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
Ramaswamy: Seat-based SaaS models will struggle against cheaper AI competitors
“I think it's more of, if somebody is very heavy in a seat-based licensing model, And someone else shows up that, you know, has a better product and is also cheaper. That's a very dangerous combination. I think those are the companies that are going to struggle…”
Ramaswamy: AI Demand Outstrips What Industry Can Reasonably Produce
“What is pretty remarkable about this moment is that there is more demand for AI and AI products than people can reasonably produce. That's the reason why there is so much investment in things.”
Ramaswamy: AI Will Heavily Disrupt Niche Enterprise SaaS Applications
“I think they have absolutely a lot of value, but there is also going to be a lot of disruption for many applications as we know it. What happened in the first decade of the cloud computing revolution Is that things like enterprise SaaS software had a Cambrian …”
Ramaswamy: Slootman Urged Snowflake Board to Appoint Him CEO Immediately
“He went to the board and basically said, if we are going to bet on this guy, we just bet on this guy. No, no halfway.”
Ramaswamy: AI agents will generate massive amounts of telemetry data
“And we are headed into a world of agents that are going to be spewing out even more telemetry information about are they working well or are they not working well. Lots of complicated pieces interacting with each other.”
Ramaswamy: ChatGPT has nearly one billion users
“Value is being created by all the users of ChatGPT, nearly a billion of them.”
Ramaswamy: Google Search Ads scaled from $1.6B to $100B under his tenure
“Where a product that I was personally leading, search ads, went from a billion and a half, 1.6 billion dollars in revenue in oh three, the day I started as an engineer in that team, to making a hundred billion dollars the year that I left, 2018.”
Ramaswamy: Google Ads Targeted 5% Quarterly RPM Growth
“For pretty much the entirety of my stay at, ah, Google, we took what's called an OKR, an objective, to increase RPM, which is how much revenue we made per thousand queries, by five percent every quarter. Every single quarter during my time there, we took that …”