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bsky.app/profile/upin...

I mean I have some theories but I'm hoping someone comes along with actual analysis lol

And with RW oligarchs controlling US media, they could stay in power a long time, well past the Trump administration. They are playing a long game here. We can't be naive about this. This is not a business (as usual) play. This is a RW oligarchy play. They are looking to take over for good. /2

Why cares when you can just call the big guy for a bailout. purchase half a billion in trumpcoin, and poof! problem solved.

TikTok is going to be run into the ground at a speed that would make NewsCorp's ownership of Myspace look like child's play

Can’t they just keep the Bytedance TikTok algorithm and staff?

I assume people who have enjoyed what tik tok has been feeding them for years will notice and stop enjoying it when they just get the dumbest pro-trump nonsense all the time.

Leisure Suit Larry as the boa that finally kills itself choking on an alligator, taking down CBS in the process, is really too delicious a prospect

Maybe Bari Weiss can do some investigative journalism about the issue for a 60 mins piece? 😂😂😂

Ed, are there any estimates of what % of Ellison's wealth is Oracle stock and what % is stock he already sold and banked the cash or invested? Would love nothing more than for Ellison's net worth to implode - just trying to figure out how much cash/$ liquid securities portfolio cushion he has.

The thing that amazes me is that Oracle’s core business is extremely profitable and all of the debt is new and because they convinced themselves that they couldn’t maintain market dominance without ai their customers don’t want

You hate to see it

No it won’t! Oracle quintupled its PP&E in the last three years and attached a negative margin business to its declining sort of okay margin business. The only way to escape perdition is OpenAI pays it $300 billion. This is existential bsky.app/profile/timp...

OpenAI has to pay Oracle $300 billion over the next 5 years, and OpenAI is *THE ONLY COMPANY IN THE WORLD* who would want this much compute. There is literally nobody else even close to its spend, even Anthropic. Oracle is only "okay" if OpenAI makes $100bn annually in revenue in 3 years.

guess we'll see if too big to fail is still real

And I am here for it. I hope it hurts so much it kills him, and his kid has to file for bankruptcy.

And they're gutting TikTok today, so this will be fun.

I want Ellison to fail miserably but I also don't want Netflix to be literally the only media conglomerate competing with Disney

Beth, if I have to learn and master a new cms, I’m gonna be pissed. Oracle going under would be hilarious tho lol

I’m more interested in how much it’s going to hurt him to not even be able to compete for the Americas Cup His legacy in pissing away the US’ handhold on the oldest international competition in any sport is exquisite

And Larry can't even carry a sink

What are the lease obligations? And what revenue will they generate? How do you owe that much to lease some kind of thing and not own it?

Hmm I wonder why Warner Brothers didn't want to sell to them. Weird

🙏🏼🙏🏼🙏🏼🙏🏼

Another trump like business man

Couldn’t happen to a nicer guy

“Never interrupt your opponent when he is in the middle of making a mistake.”

🤞

Time to get out the popcorn...

Oh no, punishment for the ultra-wealthy! Tax them. Using all that wealth to fuck up my day every fucking day means they have too much god damned money. Tax churches, too. And crypto. Tax that bullshit. FUCK

That would be so funny and satisfying to see $ORCL go bankrupt

I’m wondering if Bytedance’s plan is to let this go belly up and buy it back even cheaper down the line

I’m sure that like Elon they kinda just assumed there was a department of wokeness they could cut and it would fix everything including their cost structure

It's kind of hard to out stupid Elon on these things. He's in debt to the Saudis for buying Twitter and now he's hidden that debt in xAI, something with even less chance of being able to pay it back.

Ellison hasnt 'run' Oracle in a long time. This is result of a weak Board and less gifted executive team. When the 6 car pile up happens will be hard not to gawk.

Wait, he's doing it *worse* than Elon??

i'm talking oracle collapsing along with most if not all of ellison's wealth because he made hundreds of billions of dollars of deals that the company cannot afford and picked up $58bn of debt. Sure there could be a bailout but it won't fix the value of the stock

Tell him to start a gofundme if he needs cash