Monologue: OpenAI Could Kill SoftBank and Oracle

It's better offline and I'm your host Speaker 1: ed Zetron It's your better offline monologue for the week, folks. Speaker 1: Has been a long few months, and I've taken the Speaker 1: vast majority of this week after recovery, after writing about Speaker 1: h two hundred thousand words in the last few months, Speaker 1: not even including my upcoming book, The Hater's Guide to Speaker 1: Silicon Valley, coming out in

It goes beyond the title with direct discussion of speaker, dollars, twenty, including: Speaker 1: Has been a long few months, and I've taken the Speaker 1: vast majority of this week after recovery, after writing about Speaker 1: h two hundred thousand words in the l.

1. 01In Speaker 1: Oracles case, its entire future rides and open AI's ability Speaker 1: to pay it about seventy billion dollars a year in Speaker 1: annual revenue, and that rides on
2. 02Oracle Speaker 1: and open Ai have a three hundred billion dollar contract Speaker 1: that's meant to have started on June first, twenty twenty six, Speaker 1: which said revenue c
3. 03The biggest myth though about Speaker 1: Oracle is that it's this healthy, profitable business and that Speaker 1: this AI thing is just yet more good stuff that Speaker 1: they've