The House of Ellison Is on the Brink

#1

Post by paol » Sun, Aug 02, 2026, 6:17 AM UTC

The House of Ellison Is on the Brink
notesfromthecircus.com

Re: The House of Ellison Is on the Brink

#2

Post by [deleted] » Sun, Aug 02, 2026, 6:55 AM UTC

[deleted]

Re: The House of Ellison Is on the Brink

#3

Post by vintagedave » Sun, Aug 02, 2026, 9:28 AM UTC

AI-written :( But if true the thesis as I understand is: Oracle is dependent on OpenAI, and so is on shaky ground.

I skimmed the article but struggle to read through the Claude-isms to whatever it's trying to say. It's not as bad as some articles. I got lost at the end with the Israel stuff.

Re: The House of Ellison Is on the Brink

#4

Post by throwa356262 » Sun, Aug 02, 2026, 9:31 AM UTC

Had no idea Larry was pushing to become the new Murdoch.

Re: The House of Ellison Is on the Brink

#5

Post by derdi » Sun, Aug 02, 2026, 9:39 AM UTC

vintagedave wrote: post #3

AI-written :( But if true the thesis as I understand is: Oracle is dependent on OpenAI, and so is on shaky ground. I skimmed the article but struggle to read through the Claude-isms to whatever it's trying to say. It's not as bad as some articles. I got lost at the end with the Israel stuff.

It's really bizarre that someone would prompt an LLM to write an article about how bad LLMs are, and then proudly publish the product.

Re: The House of Ellison Is on the Brink

#6

Post by nubinetwork » Sun, Aug 02, 2026, 9:59 AM UTC

Pretty strange to see a bunch of articles all at once proclaiming doom for Larry... I mean, everyone has their bad days, but I still have a hard time believing that oracle fails while he's still alive.

Re: The House of Ellison Is on the Brink

#7

Post by sparse-Matrix » Sun, Aug 02, 2026, 10:19 AM UTC

derdi wrote: post #5

vintagedave wrote: post #3

AI-written :( But if true the thesis as I understand is: Oracle is dependent on OpenAI, and so is on shaky ground. I skimmed the article but struggle to read through the Claude-isms to whatever it's trying to say. It's not as bad as some articles. I got lost at the end with the Israel stuff.

It's really bizarre that someone would prompt an LLM to write an article about how bad LLMs are, and then proudly publish the product.

It's really bizarre how many people come to Hacker News to bitch about LLMs

Re: The House of Ellison Is on the Brink

#8

Post by sparse-Matrix » Sun, Aug 02, 2026, 10:20 AM UTC

"oof, written by AI, I be struck plumb dumb doH" - half the HN commentors, probably...

---

Its really simple. Larry went long AF on OpenAI, and OpenAI can never be profitable.

It isn't rocket science; it's first year finance.

Re: The House of Ellison Is on the Brink

#9

Post by bashtoni » Sun, Aug 02, 2026, 10:58 AM UTC

vintagedave wrote: post #3

AI-written :( But if true the thesis as I understand is: Oracle is dependent on OpenAI, and so is on shaky ground. I skimmed the article but struggle to read through the Claude-isms to whatever it's trying to say. It's not as bad as some articles. I got lost at the end with the Israel stuff.

"Load-bearing assumption" was the straw that broke the camel's back for me.

Re: The House of Ellison Is on the Brink

#10

Post by jqpabc123 » Sun, Aug 02, 2026, 12:03 PM UTC

Late stage capitalism --- equity markets degenerate into thinly disguised ponzi schemes.

Just like in a ponzi scheme, contractual obligations (aka debt) are now moving in a circular pattern among a handful of large AI players. And markets are accepting and treating this as "growth" --- all while the underlying business model is actually setting cash on fire.

And just like any ponzi scheme, this can't continue indefinitely.

https://247wallst.com/investing/2026/07/22/big-tech-is-hidin...