Larry Ellison Bet It All on the A.I. Boom. Will He Be the Face of the AI Bubble?

> the more you spent building A.I. infrastructure, the more you would earn, or so the logic went. Computer theorists called it the scaling hypothesis.

Good Gell-Mann Amnesia moment.

Re: Larry Ellison Bet It All on the A.I. Boom. Will He Be the Face of the AI Bubble?

#7

Post by euroderf » Fri, Jul 31, 2026, 1:23 PM UTC

Coming soon, a haircut like none before.

Re: Larry Ellison Bet It All on the A.I. Boom. Will He Be the Face of the AI Bubble?

#8

Post by crote » Fri, Jul 31, 2026, 2:14 PM UTC

Avicebron wrote: post #5

My favorite larry ellison story is sensei Ag. 8 years and 500 million dollars later the man could barely grow vegetables.

My favorite Larry Ellison story is "Do Not Anthropomorphize The Lawnmower": https://youtu.be/-zRN7XLCRhc?t=2309

Re: Larry Ellison Bet It All on the A.I. Boom. Will He Be the Face of the AI Bubble?

#9

Post by diogenes_atx » Fri, Jul 31, 2026, 2:40 PM UTC

> Few people doubt that this technology is going to change everything. What’s less clear is when the profits are going to start rolling in and how big they are going to be... "We are making trillions of dollars in investments on the back of tens of billions of dollars in revenues."

It seems possible that AI will eventually become an abundant commodity, with cheap alternatives available from China and elsewhere. And if that happens, profits will be competed away, just like any other commodity in a competitive market.

One would imagine that a Silicon Valley legend like Larry Ellison - who built his business empire on the basis of proprietary software products and services - would understand this better than anyone.

Re: Larry Ellison Bet It All on the A.I. Boom. Will He Be the Face of the AI Bubble?

#10

Post by browningstreet » Fri, Jul 31, 2026, 2:49 PM UTC

nisegami wrote: post #4

I'm very bullish on AI but I would love to see Larry fail, so I'm quite torn.

It’s not the what, but the how and the what-else.