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 18 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
Patel: OpenAI signed up to pay Oracle $80+ billion annually
“With OpenAI, it's not, and so there's gotta be some, like, error bars as you go further out in terms of, like, Will OpenAI exist in 28, 29 30, and will they be able to pay the 80 plus billion dollars a year that they've signed up to Oracle with, right?”
Thiel: Legacy tech giants like Microsoft and Oracle bet against innovation
“There's a whole set of companies in the Nasdaq 100 that are actually bets against technological innovation. So Microsoft is a bet that there will never be anything like Linux. It's a bet that there will be that the operating system won't shift to mobile platfo…”
George: Oracle will be cash flow negative for years due to CapEx
“They're going to go cashflow negative for many years to come.”
Patel: Microsoft Azure is losing cloud market share to Oracle and CoreWeave
“Azure is like losing a lot of share to Oracle and CoreWeave and Google and so on and so forth, right?”
Waters: Enterprise buyers use open source to guard against Oracle lock-in
“So what buyers are trying to escape from, and one reason they want open source as a Protective measure, even if they don't use it, is the right to keep using their software without paying more and more for it every year. Companies like Oracle have been out the…”
Evans: Oracle's database dominance didn't prevent Salesforce from succeeding
“Pretty much every enterprise software company is a relational database, but nobody looks at CRM or Salesforce or SuccessFactors and says, well, that won't work because Oracle has all the database.”
Evans: AI startups unbundle ChatGPT like SaaS startups unbundled Excel
“They're unbundling chat GPT, just as the enterprise software company of 10 years ago was unbundling Oracle or Google or Excel.”
Horowitz: Adopting MongoDB helped legacy enterprises recruit engineers avoiding Oracle
“In 2012, 2013, no engineer coming out of school was really excited to go work on Oracle. And so using MongoDB was actually a huge win for some of these sort of older enterprises. Where developers were like, oh, I can go work at this real company, make real mon…”
Horowitz: Delayed browser creation would have enabled proprietary network monopolies
“If you had not had the idea when you had it, The internet as we know it probably doesn't happen in that the kind of Microsoft alternative, the Oracle alternative would have had an opportunity to gain a network effect. And so the chance of all this getting buil…”
Rogers: Oracle vs. Google Java lawsuit benefited Node.js
“That's been great for Node.js, though. It's just another reason not to use Java, I guess.”
Unicode Voting Power Concentrated Among US Tech Giants, SAP, and Oman
“No, so of those 12, so of those 12, nine are U.S. Multinational tech companies. Oracle, IBM, Google, Yahoo, Adobe, Facebook, Microsoft, and Symantec. Then of the other three full voting members, one is the German software company SAP, another is the Chinese te…”
Levine: AMPLab spinouts are far more innovative than Cisco or Oracle
“The companies coming out of there are way, way different than what I found, you know, from people coming out of, let's say, Oracle or Cisco.”
Markoff: Enterprise software and the internet hollowed out white-collar corporate jobs
“The arrival of the internet coupled with companies like SAP and PeopleSoft and Oracle and IBM who are re-engineering the white-collar clerk class inside, ah, corporations has caused this, you know, the evaporation of, the hollowing out of modern corporations.”
Patel: Oracle does not physically build its own data centers
“Oracle doesn't build their own data centers either, right? By the way, they get them from other companies. They co-engineer but they don't, Physically build them themselves.”
Clark: Oracle used board seats and notification rights to block tech competitors
“We did a number of strategic investments at Oracle, and, you know, I think the way the mechanisms that we use to keep our competitors at bay with our, with the companies that we're investing in are mechanisms like, you know, board seats, or we'll ask them to p…”
Clark: Enterprise corporate development focuses on transaction execution led by GMs
“If you look at, ah, the corporate development teams on the enterprise side, and so I'm talking about Oracle, and Cisco, and VMware, and those kind of companies, they tend to be more M&A execution focused, ah, and so you hear a lot of times, you know, CorpDev p…”
Patel: Oracle purchases GPUs only 1-2 quarters before leasing
“The GPUs they purchase one to two quarters before they start renting them. So they, they're not, you know, the downside risk is pretty low for them in terms of If they don't get the deal, well, they don't get the revenue, but they're not, it's not like they ha…”
Levine: Fidelity and Morgan Stanley defined the legacy data center blueprint
“So, 10 years ago, everyone would look at Fidelity and Morgan Stanley, and those were the prototypes for the data center. And it was, guess what? It was EMC storage, an Oracle database, a Sun Microsystems server, and a Cisco switch. And the entire world copied …”