This is the firm whose debt is one level above junk and whose survival as a single unbroken corporate entity is fully predicated on OpenAI being able to make money from the data centres they (Oracle) are building for them, let alone simply paying for them.

I accept @jerf's explanation is the right one but this is an absolutely almighty signal that AI-first developers should heed. And someone should ask Altman about it on the record.

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dan_q 26 minutes ago | parent [-]

I don't think you should take "AI-first developers" seriously as a category.

The people you refer to are delusional idiots and should be treated as such.

	▲	dofm 9 minutes ago \| parent [-]
		I don't disagree. But at the moment it is all CEOs, right? All companies everywhere are saying "increasingly we don't write our own code". Out loud in front of their investors and customers. Even Oracle did. But people at Oracle below the C suite don't even fart in public without lawyers signing off. This is Oracle telling quite a lot of customers and partners of one of their most significant products that it doesn't trust AI code to be safe. Oracle, the company that is more exposed to the bubble bursting than basically anyone else apart from Coreweave. This message could have been a lot shorter, could have said they were pausing accepting AI submissions until the intellectual property situation was clarified, but no — they said AI code can be unsafe and insecure. So a good question (given that Oracle are fucked if OpenAI even stumbles) is why? That is a heck of a message to send, and it is visible enough. That is why I think developers (by which I mean individuals and their companies) whose focus is AI-generated code, which is almost everyone in public, should pay a bit of attention.