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
Benioff claims Salesforce sold cybersecurity company Wiz to Google
“You know, we just sold a company to Google, which is Wiz, the security company.”
Coogan: Anthropic Is Hiring a Dedicated Salesforce Administrator
“Anthropic is hiring a Salesforce admin.”
Houston: Copilot lacks Slack context and Gemini lacks Salesforce data
“Copilot doesn't know about your Slack and Gemini doesn't know about your Salesforce.”
Dreamforce draws 50,000 attendees as the largest vendor-led tech conference
“Well, this is the largest tech conference in the world. You know that 50,000 people are here, the largest vendor-led tech conference.”
Asparouhov: Salesforce Holds Only a 25% CRM Market Share
“Salesforce, their market share and all things CRM is 25%. And so that's why you end up seeing like, yeah, gross margin profiles only burdened by like, you know, cloud, you know, sort of cost, but their EBITDA margin profile that is like, you know, sort of 40%.”
Yanisse: Klarna dropped Workday and Salesforce for AI agents
“Klarna who's not even using Workday and Salesforce anymore and just like directly agent to the workflow.”
Hays: Salesforce holds roughly a one percent stake in Anthropic
“I think when Mark was on, he said they have about a point of anthropic going into this round, if I remember correctly.”