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The big brains at MS have this to say: "Nowak said companies remain on track with near-term data center expansion, with no major delays ..." And lots more WTFs. www.benzinga.com/markets/tech...

The end of the Oracle era for sure, into dust

So you're saying openai is capable of doing something good?

Oh no every single other jabroni on earth already said this

The structural parallel to Nortel or the 2001 fibre glut is getting hard to unsee. Key difference: back then the over-capacity eventually found a use. Nobody's yet shown how $75B/year for Stargate-scale inference cash-flows out.

please please please

It's terrifying to think that Ellison might have to downgrade to a regular yacht - I mean, it's unlikely but it's still *possible*

Looking forward to its timely demise.

Punch card user ? My deepest respects to you.

I actually know one of their electrical engineers in real life Really cool dude

“They don’t have the money”—who said that?

The techno-nazis have become slaves to their own technology. They have replaced their souls with the belief that their technology can be the end all, be all of human existence. They are demanding that the rest of humanity do the same. www.ngrippel.com/science-rant...

Stargate and OpenAI pose an existential threat to Oracle's future, as its existing business segments are plateauing, and it had negative $24.7 billion in free cash flow last quarter, meaning that it cannot pay its debts without OpenAI's revenue. www.wheresyoured.at/how-openai-kills-oracle/

I did. I'm a subscriber. 🥰 I think what I said is in line with your view, which is what I was trying to impress on the skeeter to whom I was replying.

destroy Ellison’s entire empire? that would be a real shame. maybe the real AI is all the bankruptcies we will have caused along the way.

If OpenAi takes Oracle with it, I want Skydance/Paramount to go along for the ride. No, I'm not bitter. I'm double secret bitter.

so i'm not the only one

Don’t threaten me with a good time

So no downside then

If the Smiling Yacht ever happens I hope I'm invited.

😃

This all makes perfect sense so long as those datacenters are the silicon cradle in which a grateful deity wills itself into existence, the semiconductor Bethlehem, the locus of the Bootstrap Revelation. I'm not sure how you do due diligence on the First Coming of Christ Digital. It's probably fine.

Couldn’t happen to a more cretinous fascist than Larry “IMANAZI BACKWARDS” Ellison. Fingers crossed!

Kill. Kill. Kill.

Ellison losing his empire, ohnoes...

It's recursive bullshit. These guys bullshit us about the capabilities of their bullshit machine. Then when it turns to shit, they bullshit us about that too.

Couldn’t happen to a nicer guy

I think I see why it’s so important to them that I get on board

Nice

Everything and everyone who associates with Trump later regrets it. I hope Larry Ellison lives long enough to see Oracle fail.

bsky.app/profile/moth...

Oracle crumbling to dust is a best case scenario in my book!

One shot, two ducks.

You’re threatening a good time

Neat!