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Ed Zitron
edzitron.com
did:plc:qc6xzgctorfsm35w6i3vdebx
Oracle added $148bn of lease agreements to make sure it can provide the compute to OpenAI for a deal that OpenAI cannot afford to pay for. OpenAI is probably like $30bn+ of the $52bn of revenue Oracle is meant to book from its backlog. We’re setting up for an existential threat!
2025-12-14T23:22:01.334Z