I agree with you more than I agree with the parent comment.

To use the hit HBO TV show silicon valley analogy, it is far more likely that "the bear is sticky with honey" will happen at Oracle than at Open AI. Some kind of game of telephone gone wrong at some point and now the people responsible at Oracle must double down in order to kick the can to the next quarter and not appear clueless.

Statutory disclaimer: I am not affiliated with either Open AI or Oracle and have no insider information. All of this is mere conjecture and has no basis in reality.