The House of Ellison Is on the Brink(www.notesfromthecircus.com)
20 pointsby paol7 hours ago6 comments
  • nubinetwork4 hours ago
    Related/recently: https://news.ycombinator.com/item?id=49102879 https://news.ycombinator.com/item?id=49116990 https://news.ycombinator.com/item?id=49088259 https://news.ycombinator.com/item?id=49121220 https://news.ycombinator.com/item?id=49122406

    Pretty strange to see a bunch of articles all at once proclaiming doom for Larry... I mean, everyone has their bad days, but I still have a hard time believing that oracle fails while he's still alive.

  • vintagedave4 hours ago
    AI-written :( But if true the thesis as I understand is: Oracle is dependent on OpenAI, and so is on shaky ground.

    I skimmed the article but struggle to read through the Claude-isms to whatever it's trying to say. It's not as bad as some articles. I got lost at the end with the Israel stuff.

    • bashtoni3 hours ago
      "Load-bearing assumption" was the straw that broke the camel's back for me.
    • derdi4 hours ago
      It's really bizarre that someone would prompt an LLM to write an article about how bad LLMs are, and then proudly publish the product.
      • sparse-Matrix3 hours ago
        It's really bizarre how many people come to Hacker News to bitch about LLMs
        • derdi2 hours ago
          It's really bizarre that you would register a new account just for this, etc., etc.

          I'm not bitching about LLMs. I'm bitching about this particular human operator's lack of introspection.

  • sparse-Matrix3 hours ago
    "oof, written by AI, I be struck plumb dumb doH" - half the HN commentors, probably...

    ---

    Its really simple. Larry went long AF on OpenAI, and OpenAI can never be profitable.

    It isn't rocket science; it's first year finance.

  • throwa3562624 hours ago
    Had no idea Larry was pushing to become the new Murdoch.
  • 7 hours ago
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  • jqpabc1232 hours ago
    Late stage capitalism --- equity markets degenerate into thinly disguised ponzi schemes.

    Just like in a ponzi scheme, contractual obligations (aka debt) are now moving in a circular pattern among a handful of large AI players. And markets are accepting and treating this as "growth" --- all while the underlying business model is actually setting cash on fire.

    And just like any ponzi scheme, this can't continue indefinitely.

    https://247wallst.com/investing/2026/07/22/big-tech-is-hidin...