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🚨 WHAT THE HELL ARE THEY PUSHING THROUGH WHILE EVERYONE WATCHES THE WAR? This woman just dropped a theory that’s sending people down a rabbit hole. She claims that while the world is glued to the war, something enormous is quietly moving in the background: The largest media merger...

1,150,031 görüntüleme • 5 ay önce •via X (Twitter)

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OpenAI just got OFFICIALLY flagged as a company that might not be able to pay its bills. S&P Global Ratings just cut Oracle's long term credit rating from BBB to BBB-. One more cut and Oracle becomes a JUNK rated company for the first time in its history. But the reason S&P gave is what's really interesting here... They named OpenAI as a "key credit risk" inside the report. OpenAI is a private company. It carries no credit rating and has never been profitable. And a ratings agency just took the risk of that company failing and wrote it directly onto the credit file of a public company held inside pension funds and bond funds all over the world. OpenAI accounts for roughly HALF of Oracle's remaining performance obligations. That's the famous $638 billion backlog every bull points to as the reason to own the stock. Half of the asset is the risk. And then there's the maturity trap: Oracle's data center leases run 15 to 19 years. Its cloud customer contracts run about 5 years. Oracle disclosed both figures in its own annual report. So Oracle is signing 19 year obligations to serve 5 year promises made by a customer that has never earned a dollar of profit. If OpenAI cannot pay, Oracle gets left holding data center leases it may not be able to exit, and may have to re-lease to somebody else on worse terms. That is the entire downgrade in one sentence. The numbers underneath: Oracle spent roughly $55.7 billion on capital projects in fiscal 2026 and posted negative $23.7 billion in free cash flow. S&P now expects the fiscal 2027 cash flow deficit to widen to around negative $42 billion. That is nearly DOUBLE its previous estimate, and the agency admitted it had underestimated how much Oracle would need to spend. Oracle plans to raise up to $40 billion in fiscal 2027, including a potential $20 billion share sale that would add roughly 4.8% to its share count. They literally cannot borrow more without triggering the next downgrade, so shareholders are being diluted to protect the bondholders. And the funny part is that on the day of the downgrade, Oracle's stock went UP 2.65%. But on that same day, the spread on Oracle's BONDS widened. Equity investors looked at the $638 billion backlog and bought. Credit investors looked at the identical company and demanded to be paid more for the risk of holding it. Credit investors are the ones whose entire job is to price what goes wrong, so they just repriced Oracle. For context, Microsoft is rated AAA, Alphabet is AA+, and Amazon is AA. Oracle is chasing the same AI contracts from seven to nine notches further down the ladder. The day after the downgrade, the UK named Oracle, alongside three other cloud providers, a critical third party to the British financial system. Supervision by the Bank of England begins July 13. Oracle is the only one of those four sitting one notch above junk. Now follow the chain: OpenAI has never made a profit. OpenAI is half of Oracle's backlog. Oracle is one downgrade from junk. Oracle is now formally load bearing infrastructure for British banks. The business risk of an unprofitable private startup has traveled through a corporate balance sheet and landed inside the supervisory perimeter of a central bank. Nobody designed that. It happened one contract at a time. And the demand IS real. Oracle's cloud infrastructure revenue grew 93% last quarter. If this buildout works, it becomes one of the great corporate reinventions in history. But the whole structure now rests on one question that no rating agency, no bank and no regulator can answer: Can OpenAI pay its bills?

Ricardo

302,573 görüntüleme • 21 gün önce

Larry Ellison just told every software engineer on Earth their job description is dead. Not evolving. Dead. Ellison: “The code that Oracle is writing, Oracle isn’t writing. Our AI models are writing.” This is not a startup demo. This is one of the largest infrastructure monopolies on the planet telling you it already replaced the people who built it. For fifty years, building software meant translating human intent into machine instructions. Line by line. Bug by bug. Sprint by sprint. That entire layer is gone. Ellison: “We don’t write the procedure. We declare our intent.” That sentence just made the entire engineering labor market flinch. The procedure was the job. The procedure was the paycheck. The procedure was what made a developer valuable. And now the machine does it without being asked twice. Ellison: “We just tell the model what we want the program to do, and then the AI comes up with a step-by-step process to actually do it.” You are no longer paid to build. You are paid to think. And most organizations have no idea how to evaluate that. The companies still hiring armies of developers to grind through codebases are paying salaries the machine already made worthless. Not in years. In seconds. When a company worth hundreds of billions hands the keyboard to the machine and tells you the output is better, the debate is not winding down. The debate is over. The enterprise that wins this decade does not write the best code. It removes the human from the process entirely and runs on intent alone. The programmers who survive are the ones who realize the craft is no longer typing. It is architecture. It is judgment. It is knowing what to build and why. Everything else now belongs to the machine. And the machine does not negotiate severance.

Dustin

535,455 görüntüleme • 4 ay önce

The Ellisons are now the most powerful family in the world. Paramount just acquired Warner Bros Discovery for $111 billion. Everyone's covering the Hollywood drama. The bidding war. The streaming wars... But what actually happened goes MUCH deeper: One family now controls CBS, CNN, HBO, Paramount, TikTok, and the cloud infrastructure that runs the US government. In less than 12 months. The Ellison family isn't a media company. They're a data company that just bought media as a front end. Larry Ellison co-founded Oracle. Worth $245 billion. Third richest person alive. Oracle runs the digital backbone of the US government. Department of Defense. Department of Energy. Air Force classified networks. They signed a $300 BILLION deal with OpenAI to build AI data centers. Their contracted future revenue jumped 438% to $523 billion. Oracle is quietly becoming the infrastructure layer for American AI. So why would the guy running all of that suddenly want to own CNN, HBO, and TikTok? Because AI needs data. Not server data. BEHAVIORAL data. What people watch. When they pause. What makes them click, scroll, and binge. Streaming platforms generate the most intimate behavioral data on Earth. TikTok is even worse. It knows what grabs your attention before you do (and guess who owns TikTok in the US?) Oracle's AI push creates a thirst for insight into how people consume content and what they buy. Streaming and social media deliver that at a scale nothing else can. This deal was never just about content. The financial engineering is insane: $47 billion in equity from the Ellison family. $57.5 billion in debt from Bank of America, Citigroup, and Apollo. A mix of investment-grade AND junk bonds, which is basically unheard of. Both Paramount and Warner Bros are losing hundreds of millions per quarter. Linear TV is dying. And they're duct-taping two sinking ships together with $57.5 billion in borrowed money. The political angle makes this even more interesting: David Ellison attended Trump's State of the Union two days before the deal closed. Larry Ellison sat next to Rupert Murdoch in the Oval Office with Trump. Trump endorsed them on camera: "Larry Ellison is great and his son David is great. They're friends of mine." The DOJ opened antitrust scrutiny on Netflix's bid. Not Paramount's. Paramount's press release said they have "confidence in the speed and certainty of regulatory approval." A company that's never done a deal this size is publicly guaranteeing regulatory clearance. And Netflix saw all of this. Sarandos flew to DC, met with AG Pam Bondi, and within hours walked away. Called it "no longer financially attractive." Corporate speak for "we can't compete with political access." In 12 months, one family now controls: - Oracle's government cloud - TikTok US - Paramount - CBS News - And now Warner Bros, HBO, CNN, and every cable channel from MTV to Cartoon Network The funny part is that Netflix stock jumped 10% when they quit. Wall Street is telling you Netflix dodged a bullet. Because here's what the market already figured out: The combined company will be CRUSHED under debt. Both studios are bleeding. And David Ellison, who has never run a profitable media company, is now in charge of the whole thing. The smart bet is this collapses within 3-5 years. And when it does, Netflix will be waiting with $2.8 billion in breakup fees already collected, ready to scoop up the pieces at a discount. But collapse or not, the Ellisons will already have what they came for... Years of behavioral data from hundreds of millions of users across streaming, social media, and news. Fed directly into Oracle's AI infrastructure. While everyone debates whether Batman and Harry Potter will be on the same app, the real play already happened. The guy who runs the government's cloud just bought the screen people stare at for 6 hours a day. The Ellisons are on a generational run.

Ricardo

55,968 görüntüleme • 5 ay önce

In Ukraine, there are two camps. One stands for peace, the other for war. And it’s time we spoke about this openly. I believe the latter are fewer in number, yet far louder than anyone else. Of course — behind them stand enormous funds for propaganda and a license for impunity. They have thousands of talking heads, useful idiots, and people paralyzed by despair. They are ready to intimidate, harass, unleash bots, turn half the nation into “enemies of the people,” lecture and moralize, and teach you that your sons must die for the state. They insist that if you want the war to end, there’s something wrong with you — you’re naïve, stupid, or even insane. They claim there is no corruption, that all Ukrainians must remain poor, and that the conscription officers — which hunt men like animals and are notorious for torture and human rights abuses — are mere “Russian propaganda.” They say peace is impossible solely because of Putin, that the best hero is a dead hero, and that everyone shown on television is telling the truth. And then there’s the eternal message: “Just endure a little longer.” A few more months and we’ll win. Another six months and Russia will run out of resources. One more year and the war will be over. Every autocracy has had its propaganda. And every one operated on the same principle: silence, destroy, and hound the critics — while filling the media with the “right” people and the “right” messages. This summer, the last attempt this year to end the war will be made. It will be presented as American pressure, a betrayal of the Ukrainian people, especially Zelenskyy, or collaboration with Russia. They notice only the negative, and only when it’s time to shift blame onto someone else. As you may have noticed, according to Zelenskyy, everyone is guilty. Biden is guilty for talking about war and sowing panic. The West is guilty for not giving weapons on time. Trump is guilty for negotiating with Putin and trying to bring everyone to the table. Ukrainian men are guilty for not wanting to go to the front. Refugees are guilty for leaving and thus not being patriots. Critics are guilty because Ukraine is losing because of them. Deputy ministers, ministers, and long-time partners are guilty as they were caught in corruption. The only ones who are never guilty… are two specific people. I won’t name them. So this time, once again, everyone will be blamed. Zelenskyy will face a choice: either drag the war out further, or once again play the role of the unfortunate victim who, under pressure, is forced to do the unforgivable. We are offered various options to end the war, but our leadership rejects them all. The price of continuing the war is always the same — more rivers of Ukrainian blood, another horrific winter without electricity or heating, and hundreds of thousands more refugees. If this summer there is no peace agreement — any agreement at all — even a shaky ceasefire or a halt to large-scale shelling, the war will drag on at least until March. Because the United States, the only viable mediator and influential player, will be preoccupied with mid-term elections, then winter holidays, and then there will be the fifth anniversary of the war… Once again, we will be told to “endure a little longer,” and once again we will be fed stories about how Russia is about to collapse any day now. The people writing these messages are not stupid. They simply believe that we — all of us — are.

Iuliia Mendel

102,340 görüntüleme • 1 ay önce