Shortly before publishing this newsletter, I spoke with Gil Luria, Managing Director and Analyst at D.A. Davidson, and asked him whether the capital was there to build the 17 Gigawatts of capacity that OpenAI has promised. He said the following: No of course there isn't enough capital| Ed Zitron's Where's Your Ed At
This week, something strange happened. Oracle, a company that had just missed on its earnings and revenue estimates,saw a more-than-39% single day bump in its stock, leading a massive market rally. Why? Because it said its remaining performance obligations — contracts signed that its customers yet to pay —| Ed Zitron's Where's Your Ed At
Welcome to another premium edition of Where's Your Ed At! Please subscribe to it so I can continue to drink 80 Diet Cokes a day. Email me at ez@betteroffline.com with the subject "premium" if you ever want to chat. I realize this is before the paywall, so if| Ed Zitron's Where's Your Ed At
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