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 6 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

Opinion
MongoDB CEO Dev Ittycheria calls Oracle the most hated tech vendor
“Oracle is the most hated vendor in our tech industry. In the tech industry today”
Dev Ittycheria Apr 27, 2021 ▶ 32:11 Fireside Chat: Dev Ittycheria (President & CEO, MongoDB) with Matt Turck (Partner, FirstMark)
Insight
Evans: Every enterprise software company is unbundling Oracle, Gmail, or Excel
“Basically every enterprise software company for the sake of argument is unbundling Oracle, Gmail, or Excel.”
Benedict Evans Apr 10, 2024 ▶ 10:16 Is AI a platform shift or a paradigm shift? With Benedict Evans
Assertion Open · timeframe Feb 2029
ByteDance is taking over 1 GW of Oracle data center capacity in Malaysia
“It's instead being built in Malaysia, and Oracle has over a gigawatt of capacity in Malaysia that ByteDance is gonna take, right?”
Dylan Patel Feb 5, 2026 ▶ 25:41 Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
Assertion Supported
Katti: OpenAI's Abilene data center is operational and training latest models
“It's up and running. It's being used for training the last two models more actually.”
Sachin Katti Jul 16, 2026 ▶ 31:56 OpenAI’s Compute Chief: We Can’t Build Fast Enough | Sachin Katti
Assertion Supported
Gomez: Oracle implemented hundreds of AI use cases using Cohere
“But with, you know, a company like Oracle, which has all of this workplace software in fusion apps and NetSuite, they've implemented hundreds of use cases themselves using Coheres models.”
Aidan Gomez Jun 5, 2025 ▶ 57:09 Inside the Paper That Changed AI Forever - Cohere CEO Aidan Gomez on 2025 Agents
Disclosure
Sleepycat Software operated for eight years without venture capital before Oracle acquisition
“Sleepy Cat was the company that commercialized Berkeley DB in 98, and we ran that company entirely independent, no venture capital the old-fashioned way. We would make money and then we would spend it for eight years. We sold the company to Oracle in 2006”
Mike Olson Dec 18, 2014 ▶ 2:48 Mike Olson, Cloudera // The Cloudera Story (Hosted by FirstMark Capital)
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