Topic

ORCL

A collection of 4 issues

The Long-term Reality of Hyperscalers: The Good, The Bad, and The Ugly Scenarios

In my “Lipstick on Frontier AI Pigs” piece, I wrote the following: Apart from ignoring the cost of training, another deeply questionable assumption Amodei makes in his argument is the gross margin for inference.

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!

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.

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.) “Wh y do we do these things?