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
Chamath: Vertical SaaS Is Easily Replicated Workflows, Not Moats
“I don't think vertical SaaS has a system of record. I don't think that's what they do. I think they're workflows. This is the key point where these horizontal monolithic companies like Salesforce are just unique. Workday, Oracle with respect to their GL. It's …”
Sacks: TikTok paying Oracle political protection money; deal will fail
“It's bite dance paying political protection money to Larry Ellison to be their bodyguard in this political process. But, and I, but that's why I don't think it's going to fly.”
OpenAI breaks ground on a 1-gigawatt data center in Michigan
“Sam right now is in Saline, Michigan. He's gonna be cutting the ribbon in about two hours, so you are getting a sneak preview, but they told me it was okay to say it in the room. That will be, you know, sticking shovels in the ground on a one gigawatt data cen…”
Lockmiller: Crusoe secured a 15-year Oracle off-take agreement in Texas
“We have a long-term lease agreement with Oracle. Right, so we have a long-term, you know, fifteen-year off-take agreement with Oracle and so they're committed to sort of paying us for that, you know, time frame. So that helped unlock a lot of the construction …”