zlacker

>>meetpa+(OP)
Any consolidation like this seems like a negative for consumers. But at least it wasn’t bought by Larry Ellison, as was considered very likely (assuming this merger gets approved, in the current administration you never know).

From a Hacker News perspective, I wonder what this means for engineers working on HBO Max. Netflix says they’re keeping the company separate but surely you’d be looking to move them to Netflix backend infrastructure at the very least.

>>afavou+Jd
Off topic, but I am boggled that Larry Ellison came back to “richest man in the world” this year.

For all the enormous Reach of Facebook adverts, Apple, Microsoft breadth of products, Tesla and SpaceX and Twitter, Amazon’s massive cloud dominance, the AI boom for nVidia…

Oracle?!

“On September 10, 2025, Ellison was briefly the wealthiest person in the world, with an estimated net worth of US$393 billion.

In June 2020, Ellison was reported to be the seventh-wealthiest person in the world, with a net worth of $66.8 billion”

- https://en.wikipedia.org/wiki/Larry_Ellison

>>jodrel+K81
It's a combination of the over-valuation of Oracle - popping on the late stage of the AI bubble - and Ellison owning so much of Oracle.

Even after the recent drop, Oracle is trading for ~33 times last four quarters operating income. With their meh growth rate, fair value is closer to half that. Except we're in an AI bubble. Oracle is riding the tail of the AI bubble just as they popped to the moon toward the end of the dotcom bubble. Oracle will contract afterward accordingly. The stock probably won't see this era's highs again for another 20 years, if ever.