This site is shady as hell. You try to decline marketing in their pop-up and it hides maybe a 100 providers and expects you to click each one individually.
This shady site is an established business created in 1949.[1]
S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-
91–100 of 378 posts
Re: S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-
#92Earlier quoted context omitted.
I think anthropic with its enterprise strategy and google with its integration in everything have a bit of a moat. But I switched from ChatGPT to Claude 3 months ago because my account was down for like 6 hours. I haven’t used it since. It’s too easy to switch away from chatbots on a whim. There is no moat for that.
> I think anthropic with its enterprise strategy and google with its integration in everything have a bit of a moat. But... Anthropic doesn't have a moat. It's clear at this point that SOTA models are not a moat, and Opus 4.6-level (or GLM 5.2) is sufficient. Google, though... they own the entire vertical, from the semiconductors to the end-user software. They may have a moat.
I guess I’m thinking a lot of companies seem to be getting Claude code subscriptions. It usually takes some time and effort for an org to switch away from one solution. In the meantime a lot of workflows get more and more tied to Claude in particular.
It’s not much of a moat, but it’s more than a lot of orgs have.
Re: S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-
#93What happens when Oracle can't pay the interest on their loans?
The lenders will then just report missed payments as revenue on their books.
Re: S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-
#94Earlier quoted context omitted.
Campaign? They're friends of the administration, and the US is firmly in the kleptocracy stage now (the last wrungs of democracy are about to be undone this Thursday evening). They'll give a bribe to Trump, they'll offer up 5% of the stock to Chairman Trump as the People's Stock now that the US is basically a bizarre oligarchy form of communism, and Oracle will be declared a state enterprise that cannot lose money. T…
The administration isn't fully immune to public opinion yet.
Public opinion seems immune to reality though.
Re: S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-
#95Earlier quoted context omitted.
When we tried to do a pilot with their cloud we couldn't even sign-up. None of the corporate credit cards were accepted. In addition to that the form basically only worked in Edge. We emailed support, they changed something on the backend. It still did not work. We gave up. In retrospective that was a very clear warning sign that their priorities were misguided. I'm glad we did not waste any further time and effort o…
Good to know it's not only problematic on the free tier. I wanted to sign up to get the free credits but couldn't finish the setup. I tried again now and it accepted/charged my card ($1 verification test) but then after the account was created it said I need a credit card?
For the longest time they were a piñata for free compute with people making multiple accounts for their free ARM instance, but with the AI crunch they're clamping down.
I'm guessing they don't care if actual business gets caught up in that because from their POV actual business comes from an account manager, and self-serve is just them cargo culting AWS/GCP
Re: S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-
#96And they terminated 30k employees to achieve this? https://www.forbes.com/sites/jonmarkman/2026/04/06/oracles-m...
When we tried to do a pilot with their cloud we couldn't even sign-up. None of the corporate credit cards were accepted. In addition to that the form basically only worked in Edge. We emailed support, they changed something on the backend. It still did not work. We gave up. In retrospective that was a very clear warning sign that their priorities were misguided. I'm glad we did not waste any further time and effort o…
Oracle Cloud sometimes feels like an elaborate prank that I'm not in on. I know people and companies on AWS (obviously), Azure, Google Cloud, Hetzner, CloudFlare's various PaaS offerings, etc., but I can't name a single thing running on Oracle Cloud. Somebody out there is clearly using but I'll be damned if I know who it is.
Re: S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-
#97Earlier quoted context omitted.
IMHO these signals have more to do with the market than AI. They aren't finding AI to be have less ROI than before - they are requiring higher ROI than before, because there is less money remaining to be invested. Managing the total amount of money so that investment bubbles peter out before they get excessively big is supposed to be the central bank's job.
> They aren't finding AI to be have less ROI than before - they are requiring higher ROI than before, because there is less money remaining. What ROI? There was no return, and there currently isn't any return on investment, because those companies did not exit yet! The exit plan is to offload overpriced shares, that they paid billions for, onto the public market. If they don't IPO, those investors get nothing.
> The exit plan is to offload overpriced shares, that they paid billions for, onto the public market. If they don't IPO, those investors get nothing.
I keep seeing these unsubstantiated claims. They’re out to get us and just pump and dump on public markets!
Yet, before they IPO they have to go around and do what? Who sets the IPO price? Who buys the shares? If the shares tank, the valuation of the company goes down and locked up shares lose value. It’s not really in anyone’s interest for IPOs or investments to fail and while pump-and-dump schemes certainly exist they are not the norm. The conspiracy theory level of distrust and cynicism is not healthy and makes one a very poor investor.
If individual investors are buying shares and getting blown up, that’s their problem. Invest and due your own research. Broad market funds exist and have so for decades. Most financial advisors even will put you in to those funds and corporate 401k plans while increasingly allowing for more investment flexibility (freedom is good) default and educate employees by default on target date funds and index funds. There is a wealth of information out there.
Re: S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-
#98And they terminated 30k employees to achieve this? https://www.forbes.com/sites/jonmarkman/2026/04/06/oracles-m...
When we tried to do a pilot with their cloud we couldn't even sign-up. None of the corporate credit cards were accepted. In addition to that the form basically only worked in Edge. We emailed support, they changed something on the backend. It still did not work. We gave up. In retrospective that was a very clear warning sign that their priorities were misguided. I'm glad we did not waste any further time and effort o…
That is crazy. One of the main rules of business is to always make it as easy as possible for customers to give you money.
Re: S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-
#99Market signals on an impending AI bust are broader than just Oracle’s woes. For example, Amazon just had a challenging bond offering where the market is clearly starting to seriously question the ROI on all this money being pumped into AI buildout. That does not bode well at all for AI-only companies without broader cash flow from other businesses. And when the cash dries up this whole thing comes crashing down like…
Hi there, how do you know Amazon's bond offering was "challenging"? Curious to learn more. Thank you.
Low bid to cover ratio - it's rare for bond auctions to out and out fail (that would be fairly disastrous), but you can have an auction where they successfully sell all the bonds they were trying to sell but with much less demand than they were hoping for.
That's not a good sign and it's a blatant red flag for the market
Re: S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-
#100Earlier quoted context omitted.
They'll use their purchases of TikTok and Paramount to campaign for a bailout.
Campaign? They're friends of the administration, and the US is firmly in the kleptocracy stage now (the last wrungs of democracy are about to be undone this Thursday evening). They'll give a bribe to Trump, they'll offer up 5% of the stock to Chairman Trump as the People's Stock now that the US is basically a bizarre oligarchy form of communism, and Oracle will be declared a state enterprise that cannot lose money. T…
> They'll give a bribe to Trump, they'll offer up 5% of the stock to Chairman Trump as the People's Stock now that the US is basically a bizarre oligarchy form of communism, and Oracle will be declared a state enterprise that cannot lose money.
A little bit dangerous for a US administration (any US administration) to do a bailout of unloved companies just before a midterm.
Not that Trump won't do it, just saying that he'll think twice about it if he wants to hold on to the power that the American people have given him. It's one thing to boast that he can shoot someone in the street and the public won't care, quite another to tell the masses that he's funding their upcoming unemployment using their tax money :-)