
Episode #9
Oracle’s AI Shock: The 4th Hyperscaler? | Databricks CEO, the 2025 Lock-In, AI’s First Inning
<p>Oracle just stunned Wall Street — a $455B backlog, a $300B OpenAI data-center deal, and a surge that puts Larry Ellison’s “legacy” company in the same league as AWS, Azure, and Google Cloud. What does this mean for...






