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RainCaster

(13,630 posts)
11. I can't wait to see Oracle crash & burn
Thu Mar 5, 2026, 10:14 PM
Thursday

They have so very little to offer and yet they are spending capex at a rediculous rate. Then they have chosen to cut opex which will cut their valuation.
Their customers will quickly see that they can use AI to code up a replacement for Oracle's database using Open Source. At the same time, their customers are cutting their seat count for licenses because they are replacing employees with AI. Oracle loses on all fronts.

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