Strategy & Planning Oracle Pops, From Databases to AI, Oracle and OpenAI – Stratechery by Ben ThompsonBy adminSeptember 23, 20250 Oracle’s stock sky-rocketed after reporting massive future performance obligations, mostly from OpenAI. It’s a big risk, but Oracle is uniquely…
Strategy & Planning The Oracle Inflection Point, Apple’s Price Increase – Stratechery by Ben ThompsonBy adminSeptember 22, 20250 Oracle’s AI commitment requires debt, which marks an inflection point in a potential AI bubble; then, Apple finally increases iPhone…
