The House of Ellison Is on the Brink

Posted by paol 1 day ago

Comments

Comment by vintagedave 1 day ago

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.

Comment by bashtoni 1 day ago

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

Comment by derdi 1 day ago

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.

Comment by sparse-Matrix 1 day ago

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

Comment by derdi 1 day ago

It's really bizarre that you would register a new account just for this, etc., etc.

I'm not bitching about LLMs. I'm bitching about this particular human operator's lack of introspection.

Comment by nubinetwork 1 day ago

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.

Comment by petre 23 hours ago

I hope they turn out to be right. What the article describes is a ponzi scheme and Larry is deeply involved in it. Even if it was AI written is more to the point than the NYT article that goes on and on rambling about his private island and 23 year old Chinese wife. Why does it matter?

Comment by throwa356262 1 day ago

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

Comment by sparse-Matrix 1 day ago

"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.

Comment by 1 day ago

Comment by lenkite 19 hours ago

Larri Ellisauron is too big to fail. He will be bailed out. Just need to call Trump and offer (tax-free) donations to the 2028 Trump campaign.

Comment by jqpabc123 1 day ago

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...

Comment by marcusverus 19 hours ago

Is there anything more disingenuous that advocating for the involuntary destruction of all equity wealth by decrying occasional losses by consenting adults?

I'm sure this kills on Reddit, though.

Comment by jqpabc123 18 hours ago

Is there anything more disingenuous than advocating for Enron and Madoff style accounting and reporting gimmickry as being acceptable equity activity between "consenting adults"?

https://finance.yahoo.com/technology/ai/articles/ai-sector-e...

https://www.gadgetreview.com/five-tech-giants-are-using-enro...