zlacker

>>tedsan+(OP)
Apart from my general queasiness about the whole AGI scaling business and the power concentration that comes with it, these are the exact four people/entities that I would not want to be at the tip of said power concentration.

>>mppm+821
Just Ellison alone brings unwelcome feeling of having Oracle craziness forced down our collective throats, but I share your concern about the unholy alliance generated in front of us.

>>A4ET8a+gm1
My immediate reaction to the announcement was one of these is not like the others. OpenAI, a couple of big investment funds, Microsoft, Nvidia, and...............Oracle?

>>DebtDe+0B1
Oracle makes perfect sense in that they are 1) a massive datacenter company, and 2) sell a variety of saas products to enterprises, which is a major target market for AI.

>>Octoth+hL1
Oracle has 2-3% market share as a Cloud Provider.

MSFT or even Google (AWS is not as mature in that space imho) made perfect sense, Oracle doesn't.

Elon and Larry are good friends, I would guess that has something to do with this development.

>>mrbung+ZV1
> Oracle has 2-3% market share as a Cloud Provider.

And the market leader is what, 30%? about 1 order of magnitude. That's not such a huge difference, and I suspect that Oracle's size is disproportionate in the enterprise space (which is where a lot of AI services are targeted) whereas AWS has a _ton_ of non-enterprise things hosted.

In any case, 2-3% is big enough where this kind of investment is 1) financially possible, 2) desirable to grow to be #2 or #3

>>Octoth+OW1
Getting from 2% (Oracle) to 10% (GCP) market share would need 37.97% CAGR in 5 years. In a vacuum where everything else keeps the same, maybe, but I see that goal as very difficult to attain in what is a highly competitive industry right now.

Disclaimer: I work at a highly regulated industry and we are fine running our "enterprise" workloads in Azure (and even AWS for a spinoff company in the same sector). Oracle has no specific moat in that area imho, unless you already locked-in in one of their software offerings.