There are no other tools.
There are no other tools.
Like MS and Google aren't going under.
Like MS and Google aren't going under.
There's no comparable situation in the AI space.
There's no comparable situation in the AI space.
Who knows which is more accurate, but in either case it sure as fuck isn't an act of kindness.
Who knows which is more accurate, but in either case it sure as fuck isn't an act of kindness.
Has Oracle issued bonds recently?
Has Oracle issued bonds recently?
They've committed to a bunch of capex for AI compute capacity, and in general are being pretty reckless.
They've committed to a bunch of capex for AI compute capacity, and in general are being pretty reckless.
I think Oracle will not be able to fulfill its debt obligations (or I'm a holder of that debt that wants to hedge against default), so I find someone willing to insure it: /1
I think Oracle will not be able to fulfill its debt obligations (or I'm a holder of that debt that wants to hedge against default), so I find someone willing to insure it: /1