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athrowaway3z • today at 10:51 AM • 4 replies • view on HN

Its funny how before Oracle got in everybody was guessing who'd be swimming most naked when the tide goes out. CoreWeave obviously, but OpenAI likely as well depending on whom you'd ask.

With the contracts that "One Rich Asshole Called Larry Ellison" jumped on its without a doubt Oracle going down second if not first.

He's just gambling because he's old and feeling bold.


Replies

dgellow • today at 11:00 AM

I had that exact thought when SoftBank got involved :)

It’s like if I see the EU announce a large investment in AI, always makes me nervous given how we are often late to the party

jeltz • today at 11:44 AM

What makes to possible collapse of Oracle worse is that they have an actual business too that is currently getting cannibalized to feed the AI projects. If coreweave fails that is bad but oracle failing will be worse.

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chicken-stew • today at 12:39 PM

Does that jeopardise the Warner Bros deal?

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Cpoll • today at 11:02 AM

> he's old.

He's only 82, and he's got a billion-dollar nonprofit dedicated to keeping him healthy. Don't count on him being on the way out.

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