I'm convinced this is going to take down Oracle
by HumanRobot 
, Cybertron, Tuesday, June 02, 2026, 13:31 (7 days ago) @ beattherush
I just don't know how big the blast radius is going to end up being. Unlike the post dot com internet expansion era, this isn't overbuying a bunch of infrastructure that's cheap to operate. Even if the Data Centers/GPUs were free, you'd go broke operating them.
--
Freeman's got so much riz they need to call him Aura Parseghian
Complete thread:
- so it begins -- Antrhopic files for its IPO -
HumanRobot,
2026-06-01, 11:30
![[*]](themes/default/images/complete_thread.png "Open whole thread")
- Today's single AI data point. - nedhead, 2026-06-04, 05:38
- I think anthropic is the clear leader -
Mark,
2026-06-01, 18:47
- They may very well be the leader -
HumanRobot,
2026-06-02, 06:37
- "sustainably profitable businesses" -
beattherush,
2026-06-02, 13:26
- I'm convinced this is going to take down Oracle -
HumanRobot,
2026-06-02, 13:31
- OpenAI going under may well drag many down with them -
beattherush,
2026-06-02, 13:41
- I’m convinced Nvidia is in doo doo too - HumanRobot, 2026-06-02, 14:19
- OpenAI going under may well drag many down with them -
beattherush,
2026-06-02, 13:41
- I'm convinced this is going to take down Oracle -
HumanRobot,
2026-06-02, 13:31
- "sustainably profitable businesses" -
beattherush,
2026-06-02, 13:26
- I think they have the best product right now -
Charles,
2026-06-01, 22:10
- No way. Avoid copilot at all costs - Mark, 2026-06-03, 09:47
- Agree with a lot of this.
![[ [ No text ] ]](themes/default/images/no_text.png "Empty posting / no text")
-
beattherush,
2026-06-02, 13:28
- I believe Copilot is just the connector -
Jay,
2026-06-02, 08:37
- Interesting. I hadn't played around with it in a while - Charles, 2026-06-05, 14:03
- It feels like a solution in search of a problem right now -
Jeff (BGS),
2026-06-02, 08:31
- My experience hass been that -
ReginaldVelJohnson,
2026-06-02, 09:14
- it's a magnifying glass -
Pat,
2026-06-02, 10:13
- Completely agree - Charles, 2026-06-05, 13:59
- it's a magnifying glass -
Pat,
2026-06-02, 10:13
- My experience hass been that -
ReginaldVelJohnson,
2026-06-02, 09:14
- They may very well be the leader -
HumanRobot,
2026-06-02, 06:37
- They make a commodity. - domer.mq, 2026-06-01, 17:42
- Am I wrong in thinking this a bad sign for their business? - Jeff (BGS), 2026-06-01, 15:04
- it will also be interesting -
Pat,
2026-06-01, 14:05
- Semi AI related - Has anyone seen RAM prices lately? - hobbs, 2026-06-01, 18:10
- what happens with NVidia? -
HumanRobot,
2026-06-01, 14:39
- if I could predict that -
Pat,
2026-06-01, 15:00
- I don't think it's NIMBYism if -
Regular Joseph,
2026-06-01, 18:40
- perhaps a new term is warrented -
Pat,
2026-06-02, 10:20
- Also, DCs are just another way that the ultrawealthy are - BillyGoat, 2026-06-02, 11:40
- Exactly. My daughter is going on a summer service trip -
BillyGoat,
2026-06-02, 07:39
- another way to look at it - HumanRobot, 2026-06-02, 08:00
- I certainly don't want it in my backyard -
HCE,
2026-06-02, 07:04
- I would also challenge the idea that people have a choice -
Regular Joseph,
2026-06-02, 15:00
- JP2 did something about the internet & media back in 2005 - Jay, 2026-06-02, 15:05
- "Guzzling water" is overstated -
beattherush,
2026-06-02, 13:34
- 2 to 8 million gallons per day, according to the agreement -
HCE,
2026-06-02, 13:58
- That's a big center then -
beattherush,
2026-06-03, 08:04
- You make an excellent point about golf courses... -
Regular Joseph,
2026-06-03, 18:20
- You make an excellent point about golf courses...
- That's a big center then -
beattherush,
2026-06-03, 08:04
- 2 to 8 million gallons per day, according to the agreement -
HCE,
2026-06-02, 13:58
- I would also challenge the idea that people have a choice -
Regular Joseph,
2026-06-02, 15:00
- perhaps a new term is warrented -
Pat,
2026-06-02, 10:20
- I don't think it's NIMBYism if -
Regular Joseph,
2026-06-01, 18:40
- if I could predict that -
Pat,
2026-06-01, 15:00