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 provides two things: A datacenter for Nvidia chips, and health data. Oracle Cerner had a 21.7% market share for inpatient hospital Electronic Health Records (EHR). Larry Ellison specifically mentioned healthcare when announcing it in the Whitehouse.

The announcement was funny because they weren't quite sure what they are going to do in the health space. Sam Altman was asked, and he immediately deferred to Ellison and Masayoshi. Ellison was vague... it seems they know they want to do something with Ellison's massive stash of health data... but they don't quite know what they are building yet.

>>breadw+Ta2
If they were smart, they'd build MS Fabric for health data, especially if they control a big chunk of the EHR.

Providing a turnkey HIPAA-compliant but modern health dataverse would be huge.

>>ethbr1+1m2
That already exists: https://www.truveta.com/

>>breadw+No2
That looks like a different use case.

The Snowflake-for-health is more about opening EHR data for operational use by providers and facilities.

Versus being locked into respective EHR platforms.

If Oracle provided a compelling data suite (a la MS) within their own cloud ecosystem, they'd have less reason to restrict it at the EHR level (as they'd have lock-in at the platform level), which would help them compete against Epic (who can't pivot to openness in the same way, without risking their primary product).

>>ethbr1+kB2
I think you mean PostgreSQL for EHR data. MS Fabric and Snowflake are analytical databases, not operational. Patient privacy requirements (and HIPAA law) is a blocker for having an open operational database for EHR.