This is an I-Heart podcast.

Guaranteed human.

I'm Better Offline and this is Ed Zetron.

Wait, chipper. That's all right, folks.

We're here for part two of our multi-part series about the final casualty of the

incitification process, the financial markets.

You see, we're in a world where, because companies can no longer stimulate growth by just

script mining their individual and business users, they've now resorted to just lying.

And lying is an interesting word because they will claim, we're not lying, we used words

to vaguely avoid telling you the truth, or we were technically true in what we say there are various kinds of

lies that don't have to just be i told you something that was not categorically yes or no

false i mean you've spoken to other people but they will say this for legal purposes so fine

it's not technically lying it's just bullshit But I think it's important to give you

some examples and to talk about how analysts and the media simply allowed these lies to propagate unchecked.

Let me set the scene. Our story begins on September 10, 2025. I was for some reason in Los Angeles

that I can't remember. Maybe a concert, maybe an interview, truly don't know.

Oracle announced its unfillable, unpayable, $300 billion deal with Open AI,

which they didn't have the capacity to serve and Open AI didn't have the cash to pay them,

and this led to a 30% or more bump in stock price.

Analysts, who should ostensibly be able to count called it momentous and said they were in shock.

On September 22nd, 2025, CEO Safra Katz stepped down.

She stepped down from Oracle.

...