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
30-Year Debt on Software Giants is Highly Risky Due to Tech Disruption
“Am I worried about four-year paper in most of the software names? Probably not. I mean, they're contracted out. This is not a four-year issue. That, that paper should be money good. Would I be worried about holding 30 year credit on, on, on, on ... On Salesfor…”
Patel: Oracle Signed a $300 Billion Deal With OpenAI
“Because, you know, he signed a three hundred billion dollar deal with OpenAI, it's like.”
Gurley: Startups initially built on Sun and Oracle, but none did five years later
“The first two years, everyone built on sun and Oracle, everyone, all the startups did and. Five, six years in, no one did.”
Patel: Amazon took 20 years to migrate off Oracle databases
“Amazon leading Oracle took fucking 20 years, right, and they wanted to do it 20 years ago, And they have, their highest revenue products after EC-II were like, the next four were like, database products at AWS, and yet they still freaking used Oracle's databas…”