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.

clear all ✕

why aren't all 7 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

Opinion
Cerner is probably one of Oracle's worst acquisitions of all time
“You know, maybe it's too early to tell, but I think this is probably one of Oracle's worst acquisitions of all time.”
David Rosenthal Apr 21, 2025 ▶ 2:47:30 Epic Systems (MyChart) · Acquired
Assertion Supported
Cerner merged 36 entities together before Oracle acquired it
“By the way, earlier when I said 24 different companies merged together to create Cerner, I forgot that this chart that I'm looking at predates when Cerner then bought Siemens. So then there's another 12 companies that had merged together to become Siemens that…”
Ben Gilbert Apr 21, 2025 ▶ 1:27:50 Epic Systems (MyChart) · Acquired
Assertion Supported
Rosenthal: Amazon did not finish migrating off Oracle until 2019
“Amazon.com did not finish their migration off of Oracle databases. And onto AWS products. Until 2019.”
David Rosenthal Sep 6, 2022 ▶ 1:51:09 Amazon Web Services · Acquired
Assertion Supported
Gilbert: Amazon quickly became Oracle's largest database instance ever by traffic
“One thing they did do right in the infrastructure though, because by the way, very quickly they became Oracle's largest ever instance by traffic. The Oracle people were like, oh my god, we can't help you. No one else is seeing this many reads or writes per sec…”
Ben Gilbert Aug 16, 2022 ▶ 1:24:28 Amazon.com · Acquired
Assertion Supported
Oracle Attributed Its Massive Red Bull Sponsorship Entirely to 'Drive to Survive'
“Oracle's CMO said, I believe on an earnings call, that Drive to Survive was the reason that they decided to get into F-One and do the big Red Bull sponsorship.”
David Rosenthal Mar 5, 2026 ▶ 3:23:43 Formula 1: Fast cars, celebrities, and B2B software (Audio) · Acquired
Assertion Supported
Oracle acquired healthcare software company Cerner for $28B in 2021
“December, 2021, as we've been alluding to, Cerner gets bought by Oracle for twenty eight billion dollars.”
David Rosenthal Apr 21, 2025 ▶ 2:46:37 Epic Systems (MyChart) · Acquired
Assertion Not publicly verifiable
Amazon chose Oracle because Sybase failed to return Shel Kaphan's calls
“It was a bake-off between two, and Shell basically was like, okay, cool, what database software am I going to procure? And the choices were Sybase and Oracle, and Sybase did not return Shell's call, and so he chose Oracle.”
Ben Gilbert Aug 16, 2022 ▶ 1:12:34 Amazon.com · Acquired
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