fp.

Previously, I thought investing in AI companies would be a good hedge against AI taking my job, but I hadn't considered the possibility that they fund the build out by issuing shares. Is there no reprieve?

program_whiz•13m ago

maybe not. There could be mass unemployment and all the big dogs could also lose from the buildout while smaller players (non-public) take over. It could be a lycos / yahoo / google situation where there was no "winner" to invest in during the initial dotcom crash, and there was large-scale disruption all the same.

BigTTYGothGF•6m ago

Not for people like us.

dcrazy•35m ago

Half of that would be in stocks, resulting in 2.5% dilution for shareholders at the current market cap. But the stock is down 8%.

loeg•9m ago

It's not dilutive -- current shareholders get $10B (or 97% of $10B, whatever). Market reaction is some combination of profitability concern / bankruptcy risk because Oracle is super leveraged and taking on even more debt. Maybe the AI hyperscalars will slow down spending in 2028.

donkers•4m ago

[delayed]

Computer0•34m ago

Of all the companies in the world this is one of the ones I root against the hardest. Hoping for the worst outcome on this investment.

mistrial9•20m ago

Do not make the mistake of anthropomorphizing Larry Ellison!

petre•7m ago

Yeah I hope they get bought by Broadcom, like VMWare and the board sends Larry straight to retirement.

ai_critic•19m ago

Misread the title at first as "to finance AI bailout".

Tostino•13m ago

I hope nothing but the worst for Oracle as a corporation...though nothing against the technical talent there.

baggachipz•6m ago

I would assume it's to hire more lawyers.

proc0•5m ago

Skynet finally? (Terminator movie used Oracle building as Skynet HQ, forgot which one)