Industry
Larry’s risky business
If you want to know whether the AI bubble is bursting, there's only one publicly traded company that will tell you: Oracle. That's right, the database company. Oracle has burned its boats and pivoted
If you want to know whether the AI bubble is bursting, there's only one publicly traded company that will tell you: Oracle. That's right, the database company. Oracle has burned its boats and pivoted to AI, but not in any kind of usual way. It is not a foundation model builder like OpenAI or Anthropic, […]
Source: The Verge AI | 2026-04-29