Safety
Oracle has dropped 50% since I declared that the OpenAI deal they made was “peak bubble”. And, as @edzitron lays out below, they may fall a …
Oracle has dropped 50% since I declared that the OpenAI deal they made was “peak bubble”. And, as @edzitron lays out below, they may fall a lot further yet. At which point the entire house of cards co
Oracle has dropped 50% since I declared that the OpenAI deal they made was “peak bubble”. And, as @edzitron lays out below, they may fall a lot further yet. At which point the entire house of cards could collapse. I don’t think people realize the ramifications of OpenAI’s revenue growth slowing. Oracle is building about 348bn in data centers and needs OpenAI to pay it 75bn a year in revenue to keep up with the costs. Ellison has bet everything on this. https://www.wheresyoured.at/how-ope…
Source: Gary Marcus (X) | 2026-04-30