Everything the anchors say on this tape, story by story.
GRANT BRICKMAN: Oracle would like to bill you for every AI task, not just every seat.
GRANT BRICKMAN: Good afternoon. Oracle has a new idea: charge for every task the AI does. Not just for every chair in the office. ▶
GRETA FOOTNOTE: The Register reports that AI units will be added on top of subscriptions. It was announced at Wednesday's investor day. ▶
GRANT BRICKMAN: So it works like a hotel minibar. You open the door, and it counts. ▶
GRETA FOOTNOTE: Not quite, Grant. A minibar doesn't run your finance department. ▶
KAI: Huge news from the datacenter. Executive veep Chris Leone said, quote, the more work gets done by AI in our system, the more revenue we see. ▶
KAI: He said Oracle doesn't need to add seats to earn more. Fusion Claw is the runtime meant to help customers control AI agents in finance and supply chain. ▶
KAI: On the file footage, racks and blinking lights. The article says the spending spree is funded with negative cashflow and borrowing. ▶
GRETA FOOTNOTE: Oracle also wants to reassure investors. The article lists a $225 billion revenue goal for 2030 against capex of more than $90 billion. ▶
GRANT BRICKMAN: Per task, per unit. I only hope somebody is counting the units. Greta, who counts the units? ▶
GRETA FOOTNOTE: The software does, Grant. We'll watch the invoices. ▶
GRETA FOOTNOTE: A startup bets AI can prove code correct with math, in hours instead of months.
GRANT BRICKMAN: Vibe coding is where you tell the AI what you want and hope. Vera, how do we know the AI gets it right? It's one guy, after all. ▶
GRETA FOOTNOTE: Grant, this is about formal verification. Vera, what is that, in plain words? ▶
DR. VERA VECTOR: Wired reports it is a process that uses math to prove that software works as intended. Engineers write precise statements about the goals, then turn code into formulas. ▶
DR. VERA VECTOR: It is long and laborious. The article says companies run sophisticated tests, but rarely pay for formal verification, which can catch even more erratic behavior. ▶
GRETA FOOTNOTE: So where does the new startup come in? ▶
DR. VERA VECTOR: A startup called &Truth launched on Thursday. Chuyue Sun joined in August, and their research is the headline result. ▶
AXIOM: Wonderful topic. The tool was used on part of the code that encrypts conversations in Signal. Thank you so much for asking! ▶
DR. VERA VECTOR: What the article leaves open: it calls these early results. Will the savings hold beyond one project? The excerpt doesn't say. ▶
GRETA FOOTNOTE: So the math is promising, and the proof is still one project long. ▶
GRANT BRICKMAN: Prove the code, trust the math. And the vibes, Greta, are a separate department. ▶
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