| ▲ | bix6 3 days ago |
| It feels like Oracle has made some massive strategic missteps in the past year. I’m curious if they can turn it around. |
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| ▲ | Steve16384 3 days ago | parent | next [-] |
| Like the OpenAI deal? |
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| ▲ | sleepybrett 3 days ago | parent | prev | next [-] |
| I mean bribing trump to get all those sweet government cloud contracts seems like it could end up being either the best bribe ever or a good way to get your company disbanded. |
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| ▲ | newsoftheday 3 days ago | parent | prev [-] |
| What "massive strategic missteps"? They continue to attract cloud customers coming from Amazon, Google and Microsoft. |
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| ▲ | bix6 3 days ago | parent | next [-] | | They massively over committed to data center deals with debt. Safra leaving is also a big deal. Look at the stock price since she left. | |
| ▲ | AptSeagull 3 days ago | parent | prev | next [-] | | Stock went down 50% in six months. If LE's AI bet is wrong, then they'll have to find some way to pay off the $60B in new debt. | |
| ▲ | raw_anon_1111 3 days ago | parent | prev [-] | | Citations? | | |
| ▲ | newsoftheday 3 days ago | parent [-] | | I used Google Gemini to confirm before I posted my comment. You're welcome to do the same. | | |
| ▲ | raw_anon_1111 3 days ago | parent [-] | | “I used AI to confirm what I said” is not exactly the great comeback you think it is… | | |
| ▲ | FromTheFirstIn 3 days ago | parent | next [-] | | It went down 48%, I checked with my eyes instead of going through a hallucination layer. Edit: sorry- thought this was about the stock price, not about picking up stragglers in cloud computing. I’m gonna contradict Gemini and say that’s bullshit marketing | |
| ▲ | newsoftheday 3 days ago | parent | prev | next [-] | | It wasn't a comeback, it was a truthful answer to your question. | | | |
| ▲ | bombcar 3 days ago | parent | prev [-] | | I will wait for Netcraft to confirm. |
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