Larry’s risky business
The Verge AI·April 29, 2026 at 1:57 PM·
Trusted Source
If you want to know whether the AI bubble is bursting, there's only one publicly traded company that will tell you: Oracle. That's right, the database company. Oracle has burned its boats and pivoted to AI, but not in any kind of usual way. It is not a foundation model builder like OpenAI or Anthropic, […]