ทวีตที่ปักหมุด
𝕂𝕒𝕥𝕋𝕪𝕡𝕖𝕄 🇺🇸
27.8K posts

𝕂𝕒𝕥𝕋𝕪𝕡𝕖𝕄 🇺🇸
@KatTypeM
Programmer, Biologist, Policy Junky, and Seeker of Truth. Also eat some cheese.🧀
เข้าร่วม Kasım 2020
277 กำลังติดตาม320 ผู้ติดตาม

@HedgieMarkets Looks like a certain company needs to pay for tokens for AI.
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🦔 Oracle laid off between 20,000 and 30,000 employees Tuesday morning, roughly 18% of its global workforce, via a single email sent at 6am EST with no prior warning. System access was revoked almost immediately after. The cuts are expected to free up $8-10 billion in cash flow. Oracle's stock has lost more than half its value since September 2025 and the company now carries over $124 billion in debt, up from $89 billion a year ago, with free cash flow running negative $10 billion last quarter.
My Take
Oracle posted a 95% jump in net income last quarter and still eliminated 18% of its workforce by email before most people finished their morning coffee. This is not a company in distress in the traditional sense. It's a company that made an enormous debt-funded bet on AI infrastructure and is now converting its workforce into cash flow to service that debt.
We've covered Oracle's AI gamble for months. The $300 billion OpenAI deal through Stargate, $50 billion in capital expenditure this fiscal year, over $124 billion in total debt. Multiple US banks have pulled back from financing Oracle-linked data center projects. Bondholders have sued Oracle claiming it concealed how much additional debt the OpenAI deal would require. The credit default swap spread hit a three-year high earlier this year, meaning debt investors are genuinely nervous about getting paid back.
The workers who got that 6am email built the products Oracle has monetized for decades. The bet that eliminated their jobs was made by people who were already paid regardless of how it turns out. That is the part of the AI infrastructure race that doesn't show up in the capex announcements.
Hedgie🤗

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𝕂𝕒𝕥𝕋𝕪𝕡𝕖𝕄 🇺🇸 รีทวีตแล้ว

@KatTypeM @NoContextBrits A Dalek is a fictional, genocidal cyborg alien from the British television series Doctor Who.
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𝕂𝕒𝕥𝕋𝕪𝕡𝕖𝕄 🇺🇸 รีทวีตแล้ว

Zohran Mamdani will now take the tax dollars of New Yorkers struggling to pay for their own child care and give it to government workers to pay for their free child care.
Our founders never intended for governments to act this way. Small and limited was the original idea.
American AF 🇺🇸@iAnonPatriot
BREAKING 🅱️ Zohran Mamdani announces FREE child healthcare for all government employees. Who’s paying for all this!?
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@TheBabylonBee What type of fish is he going to talk about over there?
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‘Good News, You’re Finally Useful,’ Says Trump As He Sends Aquaman To Strait Of Hormuz buff.ly/Vj3ee9S

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@klara_sjo No wonder the liquid in each vape is a type of oil... they want to get us lubed up.
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@worthitorwoke With noses like that they should have just cast themselves as witches...
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𝕂𝕒𝕥𝕋𝕪𝕡𝕖𝕄 🇺🇸 รีทวีตแล้ว

𝕂𝕒𝕥𝕋𝕪𝕡𝕖𝕄 🇺🇸 รีทวีตแล้ว

Somalia is 98% ethnic Somali.
Japan is 98% ethnic Japanese.
The average IQ in Somalia is 68.
The average IQ in Japan is 106.
The murder rate in Somalia is 5.6 per 100,000.
The murder rate in Japan is 0.23 per 100,000.
Rape and sexual assault rate in Somalia is 60 per 100,000 people.
Rape and sexual assault rate in Japan is less than 1 per 100,000 people.
Somalia’s corruption score is 72/100 (very corrupt).
Japan’s corruption score is 9/100 (least corrupt).
Homogeneity is important. Genetics is more important.
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@komachiaya_ That refrigerator company created that new anti over eating dog shaped lock. 😆
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𝕂𝕒𝕥𝕋𝕪𝕡𝕖𝕄 🇺🇸 รีทวีตแล้ว

sorry guys we were product testing for our 12th herb and spice
KITKAT@KITKAT
Regarding recent press coverage
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