TRANSCRIPT · Oracle wants to bill you for every AI task, not just every seat

## Oracle wants to bill you for every AI task, not just every seat (The Register)
https://www.theregister.com/applications/2026/10/29/oracle-wants-to-bill-you-for-every-ai-task-not-just-every-seat/5306403
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.

## The ‘Pain in the Ass’ Math That Could Save Vibe Coding From Itself (Wired)
https://www.wired.com/story/software-verification-is-the-hot-new-answer-to-the-ai-safety-crisis/
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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AI-written satire. The text of the news items comes from the linked articles.