AI-written :( But if true the thesis as I understand is: Oracle is dependent on OpenAI, and so is on shaky ground.
I skimmed the article but struggle to read through the Claude-isms to whatever it's trying to say. It's not as bad as some articles. I got lost at the end with the Israel stuff.
Pretty strange to see a bunch of articles all at once proclaiming doom for Larry... I mean, everyone has their bad days, but I still have a hard time believing that oracle fails while he's still alive.
Late stage capitalism --- equity markets degenerate into thinly disguised ponzi schemes.
Just like in a ponzi scheme, contractual obligations (aka debt) are now moving in a circular pattern among a handful of large AI players. And markets are accepting and treating this as "growth" --- all while the underlying business model is actually setting cash on fire.
And just like any ponzi scheme, this can't continue indefinitely.
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[ 0.22 ms ] story [ 4.6 ms ] threadI skimmed the article but struggle to read through the Claude-isms to whatever it's trying to say. It's not as bad as some articles. I got lost at the end with the Israel stuff.
Pretty strange to see a bunch of articles all at once proclaiming doom for Larry... I mean, everyone has their bad days, but I still have a hard time believing that oracle fails while he's still alive.
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Its really simple. Larry went long AF on OpenAI, and OpenAI can never be profitable.
It isn't rocket science; it's first year finance.
Just like in a ponzi scheme, contractual obligations (aka debt) are now moving in a circular pattern among a handful of large AI players. And markets are accepting and treating this as "growth" --- all while the underlying business model is actually setting cash on fire.
And just like any ponzi scheme, this can't continue indefinitely.
https://247wallst.com/investing/2026/07/22/big-tech-is-hidin...