Larry Ellison

“If you want to become a hyperscaler that is able to put data centers all over the world with GPUs in it that is, that are going to allow you to serve these models to everyone, an infrastructure player, that's probably it. And that's probably just a starting po…”

“No, I think it will cost less than that”

“He now owns 41% of Oracle, right? What's he done? Every year he's run that business superbly. It's got 43% operating margins, and he's used that cash to buy back shares.”

“One is the stock really popped 40%, right? And he got a lot of cloud credit, but the interesting thing is this is the year he actually abandoned the buyback strategy, because this is the first year where instead of taking all that cash and buying shares back, …”

“So you literally can't brute force a hundred million in 10 months with humans. It's just maybe, maybe, maybe Larry Ellison or Mark Benioff could, but I don't think anyone else, there's just not enough calls and like, you can't go from one to a hundred in 10 mo…”

“And the tax itself assumed massive amounts from Larry Ellison, who's been gone a half decade, right?”