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Ed Zitron
edzitron.com
did:plc:qc6xzgctorfsm35w6i3vdebx
Oracle's core businesses have been plateauing for a decade, and the only reason people care about them again is because of margin-eating AI compute and OpenAI.
When OpenAI dies, Oracle gets stuck with billions of wasted capex, and endless debt and leases.
www.wheresyoured.at/the-openai-bubble/
2026-07-15T17:53:30.617Z