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 8 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
Hays: OpenAI's current revenue cannot support its massive Oracle commitments
“OpenAI needs to massively
Scale infrastructure.
And as we covered earlier this week, commit to spending tens of billions of dollars with Oracle.
Yep.
And their revenue today doesn't support that.”
Coogan: Oracle, Silver Lake, and MGX will each own 15% of TikTok US
“You got Oracle, you got private equity firm Silverlake, you got Abu Dhabi-based MGX. They will each own 15% of the new entity, while TikTok investors will own about 30%.”
Coogan: Oracle, Silver Lake, and MGX to own 45% of TikTok US
“TikTok has signed a deal for the sale of the United States unit. The deal should close January 20 22nd. This is from Sarah Fisher, the media correspondent at Axios. Oracle, Silver Lake, and MGX will collectively own 45% of the U.S. Entity, 30% We'll be held by…”
Coogan: Cash-rich giants must protect balance sheets from predatory co-borrowers
“If you have a lot of cash flow as a big company, if you have the ability to borrow billions or hundreds of billions in the debt market you have to protect your hen house. Foxes might come by and might want to use you to co-sign a loan.”
Senra: Larry Ellison shares more competitive drive with Michael Jordan than founders
“Larry Ellison has probably, like, more in common in terms of his competitive drive with, like, Michael Jordan than he does with, like, most other, like, founders, and I said something like you know, if Michael Jordan sold enterprise software, he'd be Larry Ell…”
Coogan: Stargate's First Texas Data Center to Be Run by Oracle
“Stargate's first data center will be in Texas. The site which started construction last year will be operated by Oracle and used by OpenAI.”
Gilbert: Larry Ellison required page-by-page rebuttal space in his biography
“So software is the book, sort of the canonical biography on Larry Ellison or Oracle, and his condition for writing the book was that every single page he would get space allotted to him to like effectively rebuttal.”
Coogan: TikTok ban legally targets app store distribution and Oracle hosting
“The law doesn't require TikTok to turn off the app. Instead, the law requires App Store operators like Apple and Google to stop making TikTok available for downloads. It also requires Oracle, TikTok's cloud provider, to stop hosting the app's U.S. Data user da…”