What else does Oracle have? Mostly just a bunch of IP that a sufficiently strong AI will be able to recreate for a fraction of each customers bill. Oracle is very aware.

Where is the value coming from when all knowledge work (and later manual work) is 10-100-10000x cheaper done by AIs? You probably don’t want to build models, too easy to move to another provider when one is better, open models eat your lunch etc. But there are still means of production to be owned but it’s just GPUs