If things get really bad, Ellison can always sell that island back to Hawaii

“.. hard to overstate how critical $ORCL is to the entire AI narrative. No big company has levered itself (figuratively and financially) more .. the stock's horrendous trading performance underscores heightened anxiety about how it can profitably build all the infrastructure ..” - Vital Knowledge[image or embed]— Carl Quintanilla (@carlquintanilla.bsky.social) July 16, 2026 at 7:59 AM Picking up our Paramount/Warners thread. Ed Zitron has an epic length post on the pivotal role and precarious state of OpenAI. Among other things, he points emphatically and in great detail a fact that lots of smart people have been saying quietly, that if that company collapses it is likely to take down one of tech's biggest and most established players* along with one of the world's largest fortunes. Oracle is currently spending over $340 billion to build out over 7.1GW of data center capacity for OpenAI, as part of its $300 billion, five-year-long cloud compute contract that began, at least in theory,…