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912 Larry’s risky business

The Verge
Elizabeth Lopatto @ The Verge · 04/29/2026 09:57 EDT

Larry’s risky business

If you want to know whether the AI bubble is bursting, there's only one publicly traded company that will tell you: Oracle. That's right, the database company. Oracle has burned its boats and pivoted to AI, but not in any kind of usual way. It is not a foundation model builder like OpenAI or Anthropic, […]

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