Topic

ORCL

A collection of 3 issues

The coming debt deluge?

One of the core differences of the current AI revolution from the earlier bubble periods was that almost all of the funding so far has come from operating cash flow (OCF) of some of the most profitable companies on earth! Despite massive capex increases in recent years, all the major

More Alphabet!

“Eventually, AI will change everything…though not everyone fully grasp the extent of the tsunami that is approaching…Training AI models is a gigantic multitrillion-dollar market. It's hard to conceive of a technology market as large as that one. But if you look close, you can find one

Oracle: Ellison's Voyage to Software and Beyond

You can listen to this Deep Dive here (Note: while I usually use my own AI voice to narrate the Deep Dive, I have decided to use a "professional AI voice" and utilized a different AI tool this time. It's better.) “Why do we do these