Oracle

“We'll see Walmart and Oracle and maybe Microsoft and who knows, try to form potential consortiums to buy it or spin it off.”

“By the way, we moved Oracle stock substantially this week over at the information.”

“They're in final stage talks to give Oracle ten billion.”

“Now it doesn't mean that it's all startups. It's going to be Salesforce and it's going to be service. Now it's going to be Oracle. And it's gonna be box.net which is not our official brand. We, you know, we will capture collectively all of that.”

“Oracle only has eleven billion in cash and eighty eight billion in debt.”

“Yeah, but I don't think it'll be a straight sale. I think it will be something that kind of resembles this Project Texas data deal they did with Oracle, but more than that”

“Newsflash, there's really one serious player in this, which is Oracle.”

“The margins on this revenue for Oracle are really bad. They are not software margins. They're not even normal infrastructure margins.”

“We reported on Oracle some of their numbers around renting out GPUs and the margins don't look great.”

“Blue Owl is pulling out of a big Oracle project.”

“And then we charted of the, we just had earnings, of the backlogs in deals for Microsoft, Oracle, Google, and Amazon, what percentage are OpenAI's commitment and Anthropi's commitment? It's together, they're about half, ok?”