“The Four Horsemen of the AI Apocalypse | TCAf 257”
Oracle is fundamentally weak (flat real revenue, disorganized) and overvalued; stock should decline further from current levels.
I must be clear Microsoft sales teams are there's only one level higher of more annoying and that's Oracle and Oracle is a whole other problem
there's only one level higher of more annoying and that's Oracle and Oracle is a whole other problem but now they've divorced themselves from the exclusivity agreement with open AAI which only makes it worse because now OpenAI needs to spend 138 billion over eight years with Amazon 20 billion with Cabus 22.4 4 billion with core. We have 300 billion plus with Oracle.