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vintagedave 7 hours ago [-]
AI-written :( But if true the thesis as I understand is: Oracle is dependent on OpenAI, and so is on shaky ground.
I skimmed the article but struggle to read through the Claude-isms to whatever it's trying to say. It's not as bad as some articles. I got lost at the end with the Israel stuff.
bashtoni 5 hours ago [-]
"Load-bearing assumption" was the straw that broke the camel's back for me.
derdi 7 hours ago [-]
It's really bizarre that someone would prompt an LLM to write an article about how bad LLMs are, and then proudly publish the product.
sparse-Matrix 6 hours ago [-]
It's really bizarre how many people come to Hacker News to bitch about LLMs
derdi 4 hours ago [-]
It's really bizarre that you would register a new account just for this, etc., etc.
I'm not bitching about LLMs. I'm bitching about this particular human operator's lack of introspection.
Pretty strange to see a bunch of articles all at once proclaiming doom for Larry... I mean, everyone has their bad days, but I still have a hard time believing that oracle fails while he's still alive.
petre 3 minutes ago [-]
I hope they turn out to be right. What the article describes is a ponzi scheme and Larry is deeply involved in it.
sparse-Matrix 6 hours ago [-]
"oof, written by AI, I be struck plumb dumb doH" - half the HN commentors, probably...
---
Its really simple. Larry went long AF on OpenAI, and OpenAI can never be profitable.
It isn't rocket science; it's first year finance.
throwa356262 7 hours ago [-]
Had no idea Larry was pushing to become the new Murdoch.
9 hours ago [-]
jqpabc123 4 hours ago [-]
Late stage capitalism --- equity markets degenerate into thinly disguised ponzi schemes.
Just like in a ponzi scheme, contractual obligations (aka debt) are now moving in a circular pattern among a handful of large AI players. And markets are accepting and treating this as "growth" --- all while the underlying business model is actually setting cash on fire.
And just like any ponzi scheme, this can't continue indefinitely.
I skimmed the article but struggle to read through the Claude-isms to whatever it's trying to say. It's not as bad as some articles. I got lost at the end with the Israel stuff.
I'm not bitching about LLMs. I'm bitching about this particular human operator's lack of introspection.
Pretty strange to see a bunch of articles all at once proclaiming doom for Larry... I mean, everyone has their bad days, but I still have a hard time believing that oracle fails while he's still alive.
---
Its really simple. Larry went long AF on OpenAI, and OpenAI can never be profitable.
It isn't rocket science; it's first year finance.
Just like in a ponzi scheme, contractual obligations (aka debt) are now moving in a circular pattern among a handful of large AI players. And markets are accepting and treating this as "growth" --- all while the underlying business model is actually setting cash on fire.
And just like any ponzi scheme, this can't continue indefinitely.
https://247wallst.com/investing/2026/07/22/big-tech-is-hidin...