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0 pointsnewsoftheday2mo ago0 comments

What "massive strategic missteps"? They continue to attract cloud customers coming from Amazon, Google and Microsoft.

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5 comments · 3 top-level

raw_anon_11112mo ago· 2 in thread

Citations?

I used Google Gemini to confirm before I posted my comment. You're welcome to do the same.

“I used AI to confirm what I said” is not exactly the great comeback you think it is…

bix62mo ago

They massively over committed to data center deals with debt. Safra leaving is also a big deal. Look at the stock price since she left.

Stock went down 50% in six months. If LE's AI bet is wrong, then they'll have to find some way to pay off the $60B in new debt.

j / k navigate · click thread line to collapse