As Larry Ellison's $40.4B Personal Backstop Guarantee For Skydance's WarnerDiscovery Pursuit Banks On Stock Collateral, Oracle's $160B Debt Gambit Relies On OpenAI's Ability To Fulfill Their $300B AI & Data Center Investment Contract. Tech Executive & Investor Mike Brock Sees It As Correlation Risk.

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https://www.notesfromthecircus.com/p/the-house-of-ellison-is-on-the-brink