“We don’t mind losing customers” Former Oracle CEO on their unwavering support for Israel.
> “We don’t mind losing customers” Former Oracle CEO on their unwavering support for Israel.
They'll be fine.
S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-
341–350 of 378 posts
Re: S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-
#342Earlier quoted context omitted.
Have you ever actually had anyone work with these chips? Developer ux on amd is terrible.
Yes. We have a quad MI300A server and run several inference models on it. For $107k it has saved us so much money on tokens already and it's a heck of a lot faster than cloud services.
Do you do research? Because if you don't, then you're not the target market for general purpose AI compute chips.
Re: S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-
#343Earlier quoted context omitted.
I don’t know how $5B+ in marketing for OpenAI is actually possible. To put it in perspective, that’s about the combined campaign budget of the Trump and Harris campaigns. I would expect to be seeing a lot more openAI ads than I’m seeing right now. And they would be everywhere .
“Marketing” typically includes all the people in solutions architecture, developer advocacy, compute credits, and many other things. It’s a ton more than just advertising spend, which is often a minority of what appears on that line item. Given that it’s very plausible those sort of sums are realistic.
SA is sales. DevRel is usually technical marketing.
Re: S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-
#344Earlier quoted context omitted.
Hold short term debt (e.g money market funds or SOFR ETFs). Then you will have cash in hand if either stocks fall or yelds raise. Never buy derivatives as a non institutional investor.
I moved 80% of my money out of Vanguard's Target Date Retirement funds and into a money market on June 1st. In the 1.5 months since, the remaining Target Date Retirement fund has fluctuated up and down by about 0.1%. It has basically plateaued. I don't think I am losing out on potential short term gains. I like the idea that I have cash available to buy in on the day of the crash.
What percentage drop do you need to consider it a 'crash' and to buy back in? Is it a drop from when you sold or the peak? What if the peak is another 20% higher and the crash is 10%? While you're sitting in cash, you're also losing to inflation each day.
I generally consider timing the market such as this to be a fools errand, but if you're going to do it you need to have a plan beforehand and follow it. A target date fund does exactly this with allocations.
Re: S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-
#345Earlier quoted context omitted.
> 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.
Observationally, for people that /aren't/ using models to code but to just do their white-collar job, claude.ai /is/ AI, now. The entire perspective for how to use AI is through claude skills, claude projects, claude cowork, etc. They've massively won the corp buy-in at the moment I believe.
Fully agree, that’s how I see most of my less technical coworkers reason about using AI. “Is there a Claude skill for that?” is a question I hear multiple times a week.
I see a lot of comments (incl 2 sibling comments) are always discussing whether there is a moat on AI. We agree there is no technical moat, there is nothing that Anthropic or any other AI lab could do that wouldn’t be quickly offered by other competitors too. However, _market penetration is the moat_. The deeper Anthropic is in relationships with orgs, the higher the cost of switching. Sure, for an individual it’s a 2-second job, but for a business it’s actual work of changing permissions, provisions, updating vendors etc. Nothing catastrophic but still real work, implying that Anthropic would need to drop the ball significantly to be swapped out, and wouldn’t be just because there’s a competitor who does everything kinda the same for kinda the same price (or slightly less).
Moat can be in execution and not just in technology. McDonalds has no specific burger-making technology that no other restaurant can acquire, what they do have is a well-scaled execution. Sure, there are competitors, and sure there are new comers to the burger space with different recipes (e.g. smash) but that doesn’t mean McDonalds is going under. Market penetration is the moat.
Re: S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-
#346Earlier quoted context omitted.
Stay well diversified, keep investing each month, and take a nap. There are almost surely severe bumps ahead for the AI space and that will likely spill over into the broader market. But unless you’re retiring in the next few years don’t worry about it. You can’t time the ups and downs and the only proven strategy is to just keep investing in a broad indexed portfolio and just ride out. You’ll take a short term hit b…
I suppose I'm just a little worried about a 10 year sideways market. The run-up has been absolutely insane the past year...some graphs are just a literal straight line up. I didn't get to participate in much of that and concerned the prevailing wisdom on these larger timescales may no longer hold true.
> I suppose I'm just a little worried about a 10 year sideways market.
In that case possibly go with something global; in the one recent period where S&P500 was pretty much sideways for 10 years, MSCI World, say, did somewhat better. If the wheels do fall off for the AI bubble, it'll probably hit the US market harder than others.
_Within reason_ (you probably don’t want an index that has literally every stock in the world, say), broader indexes are generally less volatile than narrower ones; must downturns are at least somewhat regional, and sectoral downturns hit some regions harder than others.
Re: S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-
#347Market 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…
> Market signals on an impending AI bust are broader than just Oracle’s woes. It's worse than that - I believe that Oracle is one of the (many) companies right now that, if their AI experimentation fails, will stop the music, and everyone will be running for a chair. Oracle is one of a few foundational components in the circular-investing group of AI companies. If they fail to make their commitments they're the first…
Can someone explain this circular-investing domino ? If Oracle falls, who else would fall ?
Re: S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-
#348Earlier quoted context omitted.
It doesn't matter anyway. The US is done. The empire's peak was towards the end of last century. That's one reason the nostalgia play works so well. A Trump supporter in 2026 can see that their past looks better than their future, they're just wrong to imagine that they can do anything about that. I think it's interesting to analyse Xi, who unlike Trump is aware that the US is failing and that most likely China will…
The UK empire is considered by many to have ended in 1947 with the independence of India. Others say it was finally finished in 1997 with Hong Kong. Either way the UK is still around and while things aren't rosy, they still trudge along and will continue to do so. Meanwhile the US's "supposed upcoming ending" puts them in a better position than the UK was in many different categories. It still has massive resources,…
> This is a country that has overexpanded in infrastructure which will come home to roost sooner
Man, we've been hearing this same tale for decades. China is always at the edge of some massive collapse any day now. Meanwhile the US goods trade deficit is literally worse than ever, the deficit is $2 trillion dollars and the debt is consuming more and more of federal income just to maintain. The US equities market is a giant inflated balloon and no one even pretends to rationalize it anymore. Leadership in the US is now banana-republic level corrupt, in the open and shamelessly. Yeah, this is not the time to be throwing rocks.
> has a terrible demographic structural collapse looming with no realistic way to correct
I mean...not only is China becoming a pretty desirable country for many of the world's residents, they could...have more children. If China decided to turn the corner and get back to maintenance levels, I 100% believe they could do it almost overnight.
The US? Yeah, the US is a free-for-all hyper-selfish, short-sighted end-game right now.
Re: S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-
#349Re: S&P Global has lowered Oracle’s creditworthiness from BBB to BBB-
#350Earlier quoted context omitted.
I suppose I'm just a little worried about a 10 year sideways market. The run-up has been absolutely insane the past year...some graphs are just a literal straight line up. I didn't get to participate in much of that and concerned the prevailing wisdom on these larger timescales may no longer hold true.
Stocks are long term investments, 10yr+ So you should expect the possibility of a sideways market.
tell that to day traders, or retirees