Bloomberg Technology
Oracle Slides by Most Since January on Mounting AI Spending
Beth Kindig, lead tech analyst at the I/O fund, says investors should keep an eye on the moment when there is an inflexion – which hasn’t happened yet, but which is what tech CEOs are “banking on.” She joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology…
Bloomberg Technology
David Sacks: Anthropic, OpenAI Should Slow AI If Deemed Necessary
David Sacks, chair of the President’s Council of Advisors on Science & Technology, says Anthropic and OpenAI should slow development of their most advanced AI models if they believe the technology poses serious risks, but argues they don’t need new regulation to do it. He pushes back against calls for antitrust exemptions and a broader…
Bloomberg Technology
Cohere CEO Warns Against an AI Safety ‘Cartel’
Cohere CEO Aidan Gomez is pushing back on proposals for the biggest frontier AI labs to coordinate on safety standards, warning that such an approach could entrench dominant players and amount to a “cartel.” Gomez argues that tougher safeguards, independent testing and greater transparency are needed, but says the rules should be shaped by a…
Bloomberg Technology
AI’s Frontier Faces Calls for Safety Slowdown
Bloomberg’s Ed Ludlow breaks down calls from AI for a slower pace at the frontier, arguing safety needs time to catch up with increasingly powerful models. The debate is reaching Washington and Wall Street, with AI-linked stocks under pressure as investors weigh what slower development means for the spending boom. 00:00:00 – Bloomberg Tech Begins…
David Sacks: Anthropic, OpenAI Should Slow AI If Deemed Necessary
Cohere CEO Warns Against an AI Safety ‘Cartel’
AI’s Frontier Faces Calls for Safety Slowdown
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@0090brian
December 11, 2025 at 6:40 pm
Capex increased by $15B while RPO increased by $68B. Isn’t that a highly profitable business model? The market clearly overreacted to the downside, which feels either irrational or an intentional attempt to accumulate Oracle shares at a cheap price, given that institutional investors know Oracle’s revenue and profit are likely to surge dramatically over the next few years.
Oracle remains one of the most sustainable companies in the world, supported by its dominant database business. With exponential growth in AI usage, database transactions will explode — and that will translate directly into massive, recurring revenue streams for Oracle.
@matt.stevick
December 11, 2025 at 7:58 pm
beth is one of the very top best analysts i have followed in my 20+ years as registered wall street professional, and successful time proven american tech investor. following her work is a good idea if u enjoy winning.