Like the OpenAI deal?
replyI mean bribing trump to get all those sweet government cloud contracts seems like it could end up being either the best bribe ever or a good way to get your company disbanded.
replyWhat "massive strategic missteps"? They continue to attract cloud customers coming from Amazon, Google and Microsoft.
replyThey massively over committed to data center deals with debt. Safra leaving is also a big deal. Look at the stock price since she left.
replyStock went down 50% in six months. If LE's AI bet is wrong, then they'll have to find some way to pay off the $60B in new debt.
replyCitations?
replyI used Google Gemini to confirm before I posted my comment. You're welcome to do the same.
reply“I used AI to confirm what I said” is not exactly the great comeback you think it is…
replyIt wasn't a comeback, it was a truthful answer to your question.
replydeleted
replyI will wait for Netcraft to confirm.
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