Skippy & Doogles Weekly: The Oracle Deal That Makes No Sense
🔥 Market Take of the Week
Oracle just added $250 billion in market cap — based on a deal with OpenAI to sell $300 billion in compute... starting in 2027... with money OpenAI doesn’t have. When made-up money meets made-up infrastructure, you can usually smell a bubble.
🎙 This Week’s Podcast — Episode 244: “$300 Billion of Fake AI Money and the Oracle OpenAI Bubble” (Listen: Apple, Spotify)
Skippy is buying $180 shirts. Oracle is pricing in questionable contracts. The AI market is doing its best impression of the dot-com era — and we’re here for it.
Key segments:
The wild Oracle–OpenAI deal: no money, no product, +$250B in market cap
The ROI of AI CapEx — and when the money might run out
Listener mail: best research tools for retail investors
📊 Investing Insight of the Week
AI CapEx among the Big Four (Meta, Amazon, Microsoft, Google) hit nearly $100B in a single quarter — 5x higher than 2018. But early studies suggest it’s reducing productivity for experienced devs. Bubble signs? We’ll let you decide.
🚀 Round the Horn
Are quarterly earnings going away?
Current state of the buy now pay later economy
Current capex spending is higher than telecom during dot com era
Seems like we still don’t understand what tariffs are
🎯 Get Involved
Got thoughts? Email us at skippydoogles@gmail.com 📧
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