Post B1ynqlGoYgpWf3bcGW by kralcttam@mastodon.social
 (DIR) More posts by kralcttam@mastodon.social
 (DIR) Post #B1ynqlGoYgpWf3bcGW by kralcttam@mastodon.social
       2025-11-03T16:00:21Z
       
       0 likes, 1 repeats
       
       OpenAI - projected to lose $14 billion dollars next year, just signed a $38 billion cloud deal with Amazon, and Amazon stock is up 4% on the news.It kind of reminds me of the old joke “If I owe you $1 million then I’ve got a problem. But if I owe you $1 billion then YOU have a problem.”
       
 (DIR) Post #B1ynqqtzcS8k80yTWi by kralcttam@mastodon.social
       2025-11-13T20:49:27Z
       
       0 likes, 0 repeats
       
       I'm sure everything is fine.Investors start to doubt that Oracle can make good on its debts due to OpenAI credit risk.https://sherwood.news/markets/unpacking-how-speculative-ai-quantum-energy-datacenter-tech-stocks-lost-one-third-of-their-value/(earlier story from 9/10/2025 https://sherwood.news/tech/oracle-sales-backlog-300-billion-deal-openai-wsj-report/ )
       
 (DIR) Post #B1ynqr5guxUuiIRolE by kralcttam@mastodon.social
       2025-11-09T20:23:26Z
       
       0 likes, 0 repeats
       
       I'm sure everything is fine."Two top executives furiously backtracked from an earlier comment that suggested OpenAI might need government support to cover the $1.4 trillion in chips and data center infrastructure it’s committed to buying."https://www.cnn.com/2025/11/06/tech/openai-backtracks-government-support-chip-investments
       
 (DIR) Post #B1ynqwvzBxIcpvx9Sy by kralcttam@mastodon.social
       2025-11-14T14:40:33Z
       
       0 likes, 0 repeats
       
       Oracle stock is down 35% since its peak in September.