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Larry Ellison (CEO Oracle): AI models have evolved beyond simple inferencing. They now employ deduction, calculations, strategy, and rules, solving complex problems faster than humans and even generating computer code at Oracle.

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30,252 views • 9 months ago •via X (Twitter)

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Larry Ellison says today's AI models are no longer just inferencing; they reason like we do These systems handle deduction, calculation, and strategy far faster than people "at Oracle, most code is now AI-generated" We declare our intent; the model writes the procedure

Larry Ellison says today's AI models are no longer just inferencing; they reason like we do These systems handle deduction, calculation, and strategy far faster than people "at Oracle, most code is now AI-generated" We declare our intent; the model writes the procedure

Haider.

172,553 views • 9 months ago

Oracle co-founder Larry Ellison says developers at Oracle have stopped writing code because AI now writes it for them.

Oracle co-founder Larry Ellison says developers at Oracle have stopped writing code because AI now writes it for them.

Big Brain AI

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NOW — Oracle CEO Larry Ellison says AI will be able to detect early stages of cancer and develop personalized mRNA vaccine therapies

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Chief Nerd

2,049,952 views • 1 year ago

Larry Ellison CEO Oracle: AI is a much bigger deal than previous major technological advancements like the Industrial Revolution or electricity! AGI and ASI will arrive sooner than expected, huge impact. Imho 2025 AGI pretty much confirmed by now.

Larry Ellison CEO Oracle: AI is a much bigger deal than previous major technological advancements like the Industrial Revolution or electricity! AGI and ASI will arrive sooner than expected, huge impact. Imho 2025 AGI pretty much confirmed by now.

Chubby♨️

56,048 views • 1 year ago

Corporations that are purely AI and robotics will vastly outperform any corporations that have people in the loop You can think of it like how 'computer' used to be a job that humans had. You would go and get a job as a computer where you would do calculations. They had entire skyscrapers full of humans....20, 30 floors of humans...just doing calculations. Now, that entire skyscraper of humans doing calculations can be replaced by a laptop with a spreadsheet. That spreadsheet can do vastly more calculations than an entire building full of human computers So, you think about it: what if only some of the cells in your spreadsheet were calculated by humans? That would be much worse than if all of the cells in your spreadsheet were calculated by the computer. And so, really what will happen is the pure AI, pure robotics corporations or collectives will far outperform any corporations that have humans in the loop. It will happen very quickly

Corporations that are purely AI and robotics will vastly outperform any corporations that have people in the loop You can think of it like how 'computer' used to be a job that humans had. You would go and get a job as a computer where you would do calculations. They had entire skyscrapers full of humans....20, 30 floors of humans...just doing calculations. Now, that entire skyscraper of humans doing calculations can be replaced by a laptop with a spreadsheet. That spreadsheet can do vastly more calculations than an entire building full of human computers So, you think about it: what if only some of the cells in your spreadsheet were calculated by humans? That would be much worse than if all of the cells in your spreadsheet were calculated by the computer. And so, really what will happen is the pure AI, pure robotics corporations or collectives will far outperform any corporations that have humans in the loop. It will happen very quickly

X Freeze

16,843,827 views • 6 months ago

Larry Ellison borrowed $125 billion to bet everything on a single customer that LOSES $5 billion a year. American banks are already refusing to lend him another dollar. And now that single customer has started to slowly walk away. This is one of the biggest gambles in tech history - and it’s NOT looking good: Oracle has $124.7 billion in debt on its books right now. That's more than the GDP of 100+ countries. Their free cash flow over the last 12 months? Negative $13.18 billion. They are spending more money than they make. And they're doing it on PURPOSE. Every other hyperscaler funds their AI buildout with cash. Google has cash. Amazon has cash. Microsoft has cash. Oracle has IOUs. They raised $58 billion in debt in just two months. $38 billion for Texas and Wisconsin data centers. $20 billion for New Mexico. And they need another $100 billion on top of that. Even US banks are starting to say no. TD Cowen reported that multiple banks have pulled back from Oracle lending. Borrowing costs have roughly DOUBLED since September. They're now paying interest rates typically reserved for companies rated below investment grade. Barclays downgraded their debt to underweight and warned Oracle could run out of cash by November 2026. So what does Larry Ellison do? He FIRES 30,000 people. Oracle is planning layoffs affecting up to 18% of its entire workforce. The goal is to free up $8 to $10 billion in cash flow just to keep the lights on while they build data centers for ONE customer: OpenAI. Oracle's $553 billion backlog sounds incredible until you realize a massive chunk of it flows through a single relationship. If OpenAI sneezes, Oracle catches pneumonia. And OpenAI is already sneezing... Sam Altman DROPPED plans to expand the Stargate site in Abilene, Texas. And the reason is insane: Nvidia's chips are improving so fast that by the time Oracle finishes building the data center, the processors inside it will already be outdated. Oracle is building with Blackwell chips. But Nvidia's new Vera Rubin platform delivers 5x the inference performance at 10x lower cost per token. So Oracle is borrowing billions to build facilities that will house yesterday's technology before they even open. The world of bits moves faster than the world of atoms. And Oracle is trapped in between. But here's where it gets wild: The earnings call revealed something most people missed... Oracle now REQUIRES certain customers to buy their own GPUs upfront and hand them over. They call it the "bring your own chips" model. Translation: Oracle can't afford the hardware anymore. So they're asking customers to fund the construction of Oracle's OWN data centers. The stock is still down 23% this year even after the 12% earnings pop. Moody's rates Oracle just two notches above junk status. Lower than Amazon, Alphabet, Meta, and Microsoft. And they have $248 billion in ADDITIONAL lease obligations that aren't even on the balance sheet yet. Larry Ellison is 81 years old and making the biggest bet in corporate history. He's trying to turn a legacy database company into a hyperscale AI cloud provider using other people's money. All while his only major customer is a startup that burns $5 billion a year and just had its expansion partner refuse to fund the next campus. The earnings beat was real. Revenue up 22%. Cloud infrastructure up 84%. But revenue growth funded by debt isn't growth. It's leverage. And leverage works both ways. If OpenAI stays loyal, if the Stargate buildout continues, if the debt markets keep lending, if Vera Rubin doesn't make their entire infrastructure obsolete overnight, then Larry Ellison pulled off the greatest corporate reinvention in history. But that's a lot of ifs for a company two notches above junk. Oracle is either the most undervalued AI play on the market or the most overleveraged house of cards since 2008. The next six months will tell us which one.

Larry Ellison borrowed $125 billion to bet everything on a single customer that LOSES $5 billion a year. American banks are already refusing to lend him another dollar. And now that single customer has started to slowly walk away. This is one of the biggest gambles in tech history - and it’s NOT looking good: Oracle has $124.7 billion in debt on its books right now. That's more than the GDP of 100+ countries. Their free cash flow over the last 12 months? Negative $13.18 billion. They are spending more money than they make. And they're doing it on PURPOSE. Every other hyperscaler funds their AI buildout with cash. Google has cash. Amazon has cash. Microsoft has cash. Oracle has IOUs. They raised $58 billion in debt in just two months. $38 billion for Texas and Wisconsin data centers. $20 billion for New Mexico. And they need another $100 billion on top of that. Even US banks are starting to say no. TD Cowen reported that multiple banks have pulled back from Oracle lending. Borrowing costs have roughly DOUBLED since September. They're now paying interest rates typically reserved for companies rated below investment grade. Barclays downgraded their debt to underweight and warned Oracle could run out of cash by November 2026. So what does Larry Ellison do? He FIRES 30,000 people. Oracle is planning layoffs affecting up to 18% of its entire workforce. The goal is to free up $8 to $10 billion in cash flow just to keep the lights on while they build data centers for ONE customer: OpenAI. Oracle's $553 billion backlog sounds incredible until you realize a massive chunk of it flows through a single relationship. If OpenAI sneezes, Oracle catches pneumonia. And OpenAI is already sneezing... Sam Altman DROPPED plans to expand the Stargate site in Abilene, Texas. And the reason is insane: Nvidia's chips are improving so fast that by the time Oracle finishes building the data center, the processors inside it will already be outdated. Oracle is building with Blackwell chips. But Nvidia's new Vera Rubin platform delivers 5x the inference performance at 10x lower cost per token. So Oracle is borrowing billions to build facilities that will house yesterday's technology before they even open. The world of bits moves faster than the world of atoms. And Oracle is trapped in between. But here's where it gets wild: The earnings call revealed something most people missed... Oracle now REQUIRES certain customers to buy their own GPUs upfront and hand them over. They call it the "bring your own chips" model. Translation: Oracle can't afford the hardware anymore. So they're asking customers to fund the construction of Oracle's OWN data centers. The stock is still down 23% this year even after the 12% earnings pop. Moody's rates Oracle just two notches above junk status. Lower than Amazon, Alphabet, Meta, and Microsoft. And they have $248 billion in ADDITIONAL lease obligations that aren't even on the balance sheet yet. Larry Ellison is 81 years old and making the biggest bet in corporate history. He's trying to turn a legacy database company into a hyperscale AI cloud provider using other people's money. All while his only major customer is a startup that burns $5 billion a year and just had its expansion partner refuse to fund the next campus. The earnings beat was real. Revenue up 22%. Cloud infrastructure up 84%. But revenue growth funded by debt isn't growth. It's leverage. And leverage works both ways. If OpenAI stays loyal, if the Stargate buildout continues, if the debt markets keep lending, if Vera Rubin doesn't make their entire infrastructure obsolete overnight, then Larry Ellison pulled off the greatest corporate reinvention in history. But that's a lot of ifs for a company two notches above junk. Oracle is either the most undervalued AI play on the market or the most overleveraged house of cards since 2008. The next six months will tell us which one.

Ricardo

181,176 views • 5 months ago

🎙️ THE BLOCKCHAIN HUSTLER “More #AI agents than humans on the internet—soon.” 🤖 We sat down with @GaiaNetAI CEO Matt Wright to talk on-chain AI, swarm intelligence, and Gaia’s push beyond closed models. Ivan Zhelev mattwright.eth | .gaia WATCH NOW 👉

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Blockster

13,412 views • 1 year ago

🚨🇺🇸 ORACLE CEO: FROM CANCER DETECTION TO CUSTOM VACCINE WITHIN 48 HOURS WITH AI Oracle CEO, Larry Ellison: “One of the most exciting things we're working on, using the tools that Sam and Masa are providing, is a cancer vaccine. Using AI you can do early cancer detection with a blood test and once we gene sequence that cancer tumor, you can then vaccinate the person, design a vaccine for every individual person to vaccinate them against that cancer. You can make that mRNA vaccine robotically using AI in about 48 hours. So imagine early cancer detection, the development of a cancer vaccine for your particular cancer aimed at you, and have that vaccine available in 48 hours. This is the promise of AI and the promise of the future.” Source: Sky News

🚨🇺🇸 ORACLE CEO: FROM CANCER DETECTION TO CUSTOM VACCINE WITHIN 48 HOURS WITH AI Oracle CEO, Larry Ellison: “One of the most exciting things we're working on, using the tools that Sam and Masa are providing, is a cancer vaccine. Using AI you can do early cancer detection with a blood test and once we gene sequence that cancer tumor, you can then vaccinate the person, design a vaccine for every individual person to vaccinate them against that cancer. You can make that mRNA vaccine robotically using AI in about 48 hours. So imagine early cancer detection, the development of a cancer vaccine for your particular cancer aimed at you, and have that vaccine available in 48 hours. This is the promise of AI and the promise of the future.” Source: Sky News

Mario Nawfal

4,887,866 views • 1 year ago

The founder of Oracle got on stage and said something that made half the AI industry wince: "it no longer matters which model you use, Claude or ChatGPT. the models have become an interchangeable commodity, and all the value has shifted somewhere else." Larry Ellison knows what he's talking about. he took Oracle from $1,200 in his pocket to becoming the second richest man on the planet, and he's now building the world's largest AI cluster for OpenAI. every model trains on the same open internet data, so they quickly become identical. the edge doesn't come from the model, it comes from the closed data nobody else has but you. in 50 minutes he shows why models become interchangeable, why the only moat is private data, how Oracle built a 1.2 billion watt cluster for OpenAI, and why AI robots will operate more precisely than surgeons. while some argue over whose chatbot is smarter, others are quietly building defensive walls out of their private data. bookmark it and watch ↓

The founder of Oracle got on stage and said something that made half the AI industry wince: "it no longer matters which model you use, Claude or ChatGPT. the models have become an interchangeable commodity, and all the value has shifted somewhere else." Larry Ellison knows what he's talking about. he took Oracle from $1,200 in his pocket to becoming the second richest man on the planet, and he's now building the world's largest AI cluster for OpenAI. every model trains on the same open internet data, so they quickly become identical. the edge doesn't come from the model, it comes from the closed data nobody else has but you. in 50 minutes he shows why models become interchangeable, why the only moat is private data, how Oracle built a 1.2 billion watt cluster for OpenAI, and why AI robots will operate more precisely than surgeons. while some argue over whose chatbot is smarter, others are quietly building defensive walls out of their private data. bookmark it and watch ↓

Damir Akaza

164,950 views • 2 months ago

Tony Blair and Oracle co-founder Larry Ellison envision a future in which digital ID and AI form the foundation of governance. According to Ellison, passwords will be replaced by biometric identification—ensuring the system always knows who you are. "We have biometric logins. The computer recognises you, it recognises your voice." "It might ask you to put your index finger on the return key. And we know, we're absolutely certain it's you." "There's no reason to enter a password. In fact, passwords are too easily stolen."

Tony Blair and Oracle co-founder Larry Ellison envision a future in which digital ID and AI form the foundation of governance. According to Ellison, passwords will be replaced by biometric identification—ensuring the system always knows who you are. "We have biometric logins. The computer recognises you, it recognises your voice." "It might ask you to put your index finger on the return key. And we know, we're absolutely certain it's you." "There's no reason to enter a password. In fact, passwords are too easily stolen."

Wide Awake Media

36,160 views • 6 months ago

Tony Blair and Oracle co-founder Larry Ellison plan to use digital ID to "unify" all data on each country's citizens "so it can be consumed and used by" their AI models. "We have to take all of this data... and move it into a single... unified data platform." "When we want to ask a question, we've provided that AI model with all the data they need to understand our country." "We need to unify all of the national data, put it into a database where it's easily consumable by the AI model, and then ask whatever question you like."

Tony Blair and Oracle co-founder Larry Ellison plan to use digital ID to "unify" all data on each country's citizens "so it can be consumed and used by" their AI models. "We have to take all of this data... and move it into a single... unified data platform." "When we want to ask a question, we've provided that AI model with all the data they need to understand our country." "We need to unify all of the national data, put it into a database where it's easily consumable by the AI model, and then ask whatever question you like."

Wide Awake Media

54,141 views • 9 months ago

Larry Ellison—owner of Oracle, CBS, and now TikTok—tells Tony Blair about his plan to use digital ID to "unify" all data on each country's citizens "so it can be consumed and used by" his AI models. "We have to take all of this data... and move it into a single, if you will, unified data platform." "When we want to ask a question, we've provided that AI model with all the data they need to understand our country." "We need to unify all of the national data, put it into a database where it's easily consumable by the AI model, and then ask whatever question you like."

Larry Ellison—owner of Oracle, CBS, and now TikTok—tells Tony Blair about his plan to use digital ID to "unify" all data on each country's citizens "so it can be consumed and used by" his AI models. "We have to take all of this data... and move it into a single, if you will, unified data platform." "When we want to ask a question, we've provided that AI model with all the data they need to understand our country." "We need to unify all of the national data, put it into a database where it's easily consumable by the AI model, and then ask whatever question you like."

Wide Awake Media

144,618 views • 6 months ago

I think the $ORCL earnings has two truths at the same time. The first truth is that Oracle’s AI demand is real, massive and still accelerating but the second truth is that Oracle’s AI demand is expensive to deliver which meansthe stock now comes down to capex, financing, margins and dilution. The opportunity is massive because with ~$638B of backlog, Oracle now has the largest contracted backlog in tech and Larry Ellison is clearly betting the company’s future on OCI.

I think the $ORCL earnings has two truths at the same time. The first truth is that Oracle’s AI demand is real, massive and still accelerating but the second truth is that Oracle’s AI demand is expensive to deliver which meansthe stock now comes down to capex, financing, margins and dilution. The opportunity is massive because with ~$638B of backlog, Oracle now has the largest contracted backlog in tech and Larry Ellison is clearly betting the company’s future on OCI.

Shay Boloor

134,760 views • 2 months ago

$PLTR CEO Alex Karp said Palantir’s “secret to sales” is hoping customers LLM companies first and realize “they don’t care about you at all.” Frontier AI Models solve real problems but create even bigger ones while Palantir gives customers the ontology layer to solve those problems and “own the means of production.”

$PLTR CEO Alex Karp said Palantir’s “secret to sales” is hoping customers LLM companies first and realize “they don’t care about you at all.” Frontier AI Models solve real problems but create even bigger ones while Palantir gives customers the ontology layer to solve those problems and “own the means of production.”

Shay Boloor

60,313 views • 2 months ago

Elon Musk explains why fully autonomous businesses will win “Some of this is going to sound kind of doomerish, but corporations that are purely AI robotics will vastly outperform any corporations that have people in the loop” “Like computer used to be a job that humans had and they’d have like entire skyscrapers full of humans just doing calculations. Now that entire skyscraper of humans doing calculations can be replaced by a laptop with a spreadsheet” “That spreadsheet can do vastly more calculations than an entire building full of human computers. So you can think about, okay, well what if only some of the cells in your spreadsheet were calculated by humans? That would be much worse than if all the cells in your spreadsheet were calculated by the computer” “Really what will happen is the pure AI, pure robotics corporations or collectives will far outperform any corporations that have humans in the loop and this will happen very quickly”

Elon Musk explains why fully autonomous businesses will win “Some of this is going to sound kind of doomerish, but corporations that are purely AI robotics will vastly outperform any corporations that have people in the loop” “Like computer used to be a job that humans had and they’d have like entire skyscrapers full of humans just doing calculations. Now that entire skyscraper of humans doing calculations can be replaced by a laptop with a spreadsheet” “That spreadsheet can do vastly more calculations than an entire building full of human computers. So you can think about, okay, well what if only some of the cells in your spreadsheet were calculated by humans? That would be much worse than if all the cells in your spreadsheet were calculated by the computer” “Really what will happen is the pure AI, pure robotics corporations or collectives will far outperform any corporations that have humans in the loop and this will happen very quickly”

Jack

61,503 views • 5 months ago

Larry Ellison explains how AI-powered surgical robots now surpass even the most skilled human doctors. Unlike humans, these robots have microscopic vision built into their sensors. They can see individual cells without a microscope. This allows them to cut with extreme precision removing cancer without harming healthy tissue. Their unmatched hand-eye coordination makes surgeries more accurate and less invasive.

Larry Ellison explains how AI-powered surgical robots now surpass even the most skilled human doctors. Unlike humans, these robots have microscopic vision built into their sensors. They can see individual cells without a microscope. This allows them to cut with extreme precision removing cancer without harming healthy tissue. Their unmatched hand-eye coordination makes surgeries more accurate and less invasive.

Wes Roth

257,648 views • 9 months ago

Waymo’s Co-CEO was asked to respond to Tesla using strictly Computer Vision & AI rather than LiDAR: “You have to be able to see at night. You have to have this vision that is better than humans. What we’re doing is replacing humans. We’re not asking you to sit behind the wheel and take over the vehicle at a very vulnerable moment.” The Tesla Robotaxi network can’t come soon enough. Good luck to Waymo.

Waymo’s Co-CEO was asked to respond to Tesla using strictly Computer Vision & AI rather than LiDAR: “You have to be able to see at night. You have to have this vision that is better than humans. What we’re doing is replacing humans. We’re not asking you to sit behind the wheel and take over the vehicle at a very vulnerable moment.” The Tesla Robotaxi network can’t come soon enough. Good luck to Waymo.

Nic Cruz Patane

759,260 views • 1 year ago

How have servers and the cloud evolved in the last 30 years, and what might be next? Bryan Cantrill (Bryan Cantrill) has been at the thick of the industry since the Dotcom Boom and Bust, and shares fascinating stories from both this time; on how AWS was born; why Kubernetes was key for GCP to gain ground, and why they're building a completely custom server rack computer at Oxide Computer Company. Bryan is one of my all-time favorite people to talk with - don't miss this one. Teaser - he talked about how Jeff Bezos tricked almost everyone in tech to believe that the cloud was a terrible business, and how Oracle (yes, Oracle!) taught him something extremely valuable he uses to this date: • YouTube: • Spotify: • Apple: Thanks to our wonderful season sponsors: •⁠ Statsig ⁠ — ⁠ The unified platform for flags, analytics, experiments, and more. Check it out: •⁠ Linear ⁠ — ⁠ The system for modern product development. They now support AI agents and you can also build your own - see how:

How have servers and the cloud evolved in the last 30 years, and what might be next? Bryan Cantrill (Bryan Cantrill) has been at the thick of the industry since the Dotcom Boom and Bust, and shares fascinating stories from both this time; on how AWS was born; why Kubernetes was key for GCP to gain ground, and why they're building a completely custom server rack computer at Oxide Computer Company. Bryan is one of my all-time favorite people to talk with - don't miss this one. Teaser - he talked about how Jeff Bezos tricked almost everyone in tech to believe that the cloud was a terrible business, and how Oracle (yes, Oracle!) taught him something extremely valuable he uses to this date: • YouTube: • Spotify: • Apple: Thanks to our wonderful season sponsors: •⁠ Statsig ⁠ — ⁠ The unified platform for flags, analytics, experiments, and more. Check it out: •⁠ Linear ⁠ — ⁠ The system for modern product development. They now support AI agents and you can also build your own - see how:

Gergely Orosz

36,842 views • 7 months ago

“Larry Ellison is the most focused person I’ve ever seen when he has something to beat. Larry has to have an enemy. One of the biggest enemies he ever picks is Bill Gates. This was brilliant positioning. This is how he got Oracle in the media: Everybody at the time was scared of Microsoft. They’d compare Microsoft to a dangerous alligator. They’d say: What if we avoid the alligator? What if we’re nice to the alligator? This is what Larry said instead: ‘Well, I’ve got a better idea. Let’s kill the fucking alligator before he kills us! If we fight back, maybe we’ll survive. Maybe we won’t kill the alligator, it’s a huge fucking alligator, but trying to kill it will improve our chances for survival. Being nice to the alligator will never work.’ Ellison had set out to stop people talking about Oracle and other database companies, and get them talking about Oracle and Microsoft. [As a result of his fight with Bill Gates] Oracle was now perceived as a software heavyweight. Customers who bought our products could trust that we were going to be around for a long time. We were a survivor. And if customers don’t believe you’re going to survive—you won’t.”

“Larry Ellison is the most focused person I’ve ever seen when he has something to beat. Larry has to have an enemy. One of the biggest enemies he ever picks is Bill Gates. This was brilliant positioning. This is how he got Oracle in the media: Everybody at the time was scared of Microsoft. They’d compare Microsoft to a dangerous alligator. They’d say: What if we avoid the alligator? What if we’re nice to the alligator? This is what Larry said instead: ‘Well, I’ve got a better idea. Let’s kill the fucking alligator before he kills us! If we fight back, maybe we’ll survive. Maybe we won’t kill the alligator, it’s a huge fucking alligator, but trying to kill it will improve our chances for survival. Being nice to the alligator will never work.’ Ellison had set out to stop people talking about Oracle and other database companies, and get them talking about Oracle and Microsoft. [As a result of his fight with Bill Gates] Oracle was now perceived as a software heavyweight. Customers who bought our products could trust that we were going to be around for a long time. We were a survivor. And if customers don’t believe you’re going to survive—you won’t.”

David Senra

64,971 views • 8 months ago