Oracle
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Agents Over Bubbles
Agents are fundamentally changing the shape of demand for compute, both in terms of how they work and in terms of who will use them. They’re so compelling that I no longer believe we’re in a bubble.
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Oracle Earnings, Oracle’s Cloud Growth, Oracle’s Software Defense
Oracle crushed earnings in a way that not only speaks to the secular AI wave they are riding but also to Oracle’s strong position
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The Oracle Inflection Point, Apple’s Price Increase
Oracle’s AI commitment requires debt, which marks an inflection point in a potential AI bubble; then, Apple finally increases iPhone prices
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Oracle Pops, From Databases to AI, Oracle and OpenAI
Oracle’s stock sky-rocketed after reporting massive future performance obligations, mostly from OpenAI. It’s a big risk, but Oracle is uniquely prepared to capitalize.
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xAI Raising Money, xAI and Oracle, Xbox = Windows
Everyone wants xAI to exist, but is anyone actually using it? Then, Xbox as it once existed is dead; it’s just Windows now.
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AI Diffusion Regulations, Closing Loopholes, The Objections
The Biden administration has a raft of new regulations aimed at limiting AI exports; the motivation makes sense, but the precedent and second-order effects are worrisome.
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Microsoft Earnings; Microsoft and OpenAI, Again; GitHub Copilot Adds Gemini and Claude
Microsoft’s latest earnings call is the clearest indication yet that the relationship between Microsoft and OpenAI is at best misaligned, and at worst on life support.
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An Interview with Salesforce CEO Marc Benioff about AI Abundance
An interview with Salesforce Founder and CEO Marc Benioff about founding Salesforce, building an enterprise platform, and why that puts Salesforce in the best position to build AI agents.