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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...

You may be thinking "Ed, how does OpenAI, a company that had at best $13 billion in revenue in 2025 and *lost $12 billion in the last quarter*, pay for a $300 billion cloud bill?" And the answer is they don't, the money doesn't exist, Oracle is screwed

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.

We split AT&T and we can split Netflix.

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