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Dan Hon
@danhon.com

worst case scenario for someone else getting hold of oracle's database licensing business, go

Nicholas Grossman@nicholasgrossman.bsky.social

Oracle, 29th largest company in the world, led by Larry Ellison, books looking bad, bet huge on AI, tens of billions in negative cash flow, and if the company goes down, there’s a good chance it takes the AI bubble and Skydance down with it.

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