#consipracy

Posts mentioning hashtag #consipracy

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AI Doom

Thoughts? It's all over the news. A bit too coincidental for one news to be discussed concurrently on every single MSM outlet. Seriously, like someone flipped a switch, a whistleblower tells us what a dozen folks before him did, and it's the opening news across channels with almost identical wording.

Thoughts?


Stock take & conspiracy theory

Oracle stock blasting off makes no sense. Yeah, the $455B RPO number is huge, but at the end of the day those are just cloud contracts. You know the cost of servers, you know the markup — margins are fixed. A bump was fair once the number went public, but “to the moon” is pure hype.

And really, is OCI suddenly the backbone of AI forever? Training demand might look endless on paper, but inference is a different beast. Betting everything on infinite training cycles feels a lot like Sun Microsystems right before the dot-com bubble popped.

Conspiracy theory: it almost makes more sense if Oracle’s endgame is to split in two — legacy gets run as a lean cash cow, while shiny OCI+AI is set free to chase a PE ratio as inflated as Larry Ellison’s net worth. If someone scoops up the legacy side, they’d basically crown themselves undisputed king of enterprise software overnight.