… Oracle’s stock price also reacts to assorted and sundry industry events, providing a bellwether about the AI revolution — or the AI bubble, depending on how you view it. …
… And there is a crash, and this bubble pops, and maybe OpenAI or Anthropic or xAI, one of these companies fails, and all this investment goes away. Do you think that would affect this? Actually, let me ask the first question first. OpenAI is right on the cusp of an IPO. …
… I believe organizationally in empowering people; if your job is to run X, then you should be grounding in data and making decisions around that, and then there’s a certain level of decisions that should potentially get bubbled up to me. …