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 4 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
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?”
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…”
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.”
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…”