Is it me or do none of the AI companies have a "moat" in the Ben Grahmm sense. I use their services, but I frankly don't care who provides it. I'll chase the chepest/best and have no issue switching from one to another. The only moat I can see is Microsoft providing its services to companies in its Azure system. Nervous IT departments probably like that it's not leaving their control if Bob in the SAP team spins up s…
S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-
21–30 of 378 posts
Re: S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-
#22Re: S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-
#23Given that Oracle and Microsoft are major counterparties of OpenAI, it seems odd that their stocks have been performing so poorly recently. Can anyone square this circle for me?
Re: S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-
#24Re: S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-
#25Is it me or do none of the AI companies have a "moat" in the Ben Grahmm sense. I use their services, but I frankly don't care who provides it. I'll chase the chepest/best and have no issue switching from one to another. The only moat I can see is Microsoft providing its services to companies in its Azure system. Nervous IT departments probably like that it's not leaving their control if Bob in the SAP team spins up s…
Uhh. I actively and vocally avoid all things Microsoft. I see Microsoft and I immediately think buggy software with zero security.
Re: S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-
#26https://www.forbes.com/sites/jonmarkman/2026/04/06/oracles-m...
Re: S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-
#27Is it me or do none of the AI companies have a "moat" in the Ben Grahmm sense. I use their services, but I frankly don't care who provides it. I'll chase the chepest/best and have no issue switching from one to another. The only moat I can see is Microsoft providing its services to companies in its Azure system. Nervous IT departments probably like that it's not leaving their control if Bob in the SAP team spins up s…
Nvidia has a moat. Hardware is hard. No one really competes with them for general compute
Now back to the conversation, do any of the gold miners have a moat? Or is this a race to the bottom?
Re: S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-
#28Is it me or do none of the AI companies have a "moat" in the Ben Grahmm sense. I use their services, but I frankly don't care who provides it. I'll chase the chepest/best and have no issue switching from one to another. The only moat I can see is Microsoft providing its services to companies in its Azure system. Nervous IT departments probably like that it's not leaving their control if Bob in the SAP team spins up s…
Nvidia has a moat. Hardware is hard. No one really competes with them for general compute
Only thing holding them back is fab capacity which nVidia keeps buying in bulk to keep them small.
Re: S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-
#29Is it me or do none of the AI companies have a "moat" in the Ben Grahmm sense. I use their services, but I frankly don't care who provides it. I'll chase the chepest/best and have no issue switching from one to another. The only moat I can see is Microsoft providing its services to companies in its Azure system. Nervous IT departments probably like that it's not leaving their control if Bob in the SAP team spins up s…
This is the leap, nobody really wants to front a model for someone else. If i build an agent, or a service that requires a model, I'd prefer to push the model onto someone else, preferably at no cost. This is a leap as I'm sure right now, most people / businesses are thinking actually i do want to own / front the model.
However, if you accept the leap the easiest way to do this is to make the model the users problem.
From a business point of view that makes things really easy, from a customer point of view, they simply have to accept whatever their vendor of choice is pushing down their throats.
So as a business I build for whatever model Google makes available to android, and whatever model windows bundles, and whatever model Apple bundles, and, excluding the long tail of Chinese vendors and Linux (sorry, its always left out) and that's it, problem solved, and the customer picks up the tab for the tokens
Re: S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-
#30Earlier quoted context omitted.
Nvidia has a moat. Hardware is hard. No one really competes with them for general compute
AMD Instinct is their direct competitor for compute and they are better per dollar, better per watt, and out competing on raw performance. Only thing holding them back is fab capacity which nVidia keeps buying in bulk to keep them small.