Larry Ellison Knows
Let's not attribute to ignorance what could be malice.
Larry Ellison has been in technology for 50 years. He knows:
The Qwen3-Next architecture is 75% linear attention
Deterministic inference was solved by Thinking Machines Lab
4.5 gigawatts of data center power is physically impossible
OpenAI can't pay $30 billion from $12 billion in revenue
He knows.
The Question
So the question isn't "How did Oracle miss this?"
The question is: "Is Larry betting he can get paid before you figure it out?"
The Race
Oracle's debt-to-equity ratio is 500%. You only leverage that hard when you're racing a clock.
The clock is ticking toward the moment when enough people realize:
Deterministic inference runs on normal hardware
Linear attention eliminates quadratic complexity
100% reliability beats 80% reliability
Small models that work beat large models that hallucinate
Oracle needs to lock in government contracts, extract infrastructure commitments, and secure those Stargate billions before the market discovers what engineers already know:
The infrastructure isn't necessary.
What We Do For a Living
We build deterministic systems that actually work. We use architectures that fit in real memory. We deliver 100% reliability on hardware that exists.
And we're watching a man who knows all of this bet that you don't.
The Tell
A 500% debt-to-equity ratio isn't a mistake. It's a timer.
It says: "I have X months to extract value before the paradigm shifts."
It says: "I'm betting you won't figure it out in time."
It says: "The race is on."
Our Position
We're not racing. We're building.
While Oracle races to extract value from a dying paradigm, we're building the systems that will replace it. Deterministic. Reliable. Real.
We don't need to bet against your ignorance. We're betting on your intelligence.
Eventually, you'll see what we see:
The blood from the it's-actually-deterministic wound
The impossible infrastructure for unnecessary scale
The 500% leverage on a dying business model
And you'll ask the only question that matters:
"Larry knew?"
Yes. He knew.
The question is: Did you figure it out in time?
Welcome to DataMonger. We build what's next while they extract what's left.
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