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 6 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
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: 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?”