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 11 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
Levie: Incumbents like Salesforce, Oracle, and Box will capture enterprise AI revenue
“Now it doesn't mean that it's all startups. It's going to be Salesforce and it's going to be service. Now it's going to be Oracle. And it's gonna be box.net which is not our official brand. We, you know, we will capture collectively all of that.”
Jessica Lessin: Blue Owl is pulling out of a major Oracle project
“Blue Owl is pulling out of a big Oracle project.”
Lessin: The Information reported weak margins on Oracle GPU rentals
“We reported on Oracle some of their numbers around renting out GPUs and the margins don't look great.”
Jessica Lessin: Oracle's infrastructure AI revenue margins are 'really bad'
“The margins on this revenue for Oracle are really bad. They are not software margins. They're not even normal infrastructure margins.”
Lessin: Oracle is the only serious bidder to acquire TikTok
“Newsflash, there's really one serious player in this, which is Oracle.”
Jessica Lessin: Elon Musk's xAI in final talks to pay Oracle $10B
“They're in final stage talks to give Oracle ten billion.”
Lessin: OpenAI and Anthropic represent half of major cloud deal backlogs
“And then we charted of the, we just had earnings, of the backlogs in deals for Microsoft, Oracle, Google, and Amazon, what percentage are OpenAI's commitment and Anthropi's commitment? It's together, they're about half, ok?”
Lessin: The TikTok deal will resemble an expanded Project Texas, not a sale.
“Yeah, but I don't think it'll be a straight sale. I think it will be something that kind of resembles this Project Texas data deal they did with Oracle, but more than that”
Jessica Lessin: Walmart, Oracle, and Microsoft May Bid for TikTok
“We'll see Walmart and Oracle and maybe Microsoft and who knows, try to form potential consortiums to buy it or spin it off.”