TBPN Oracle Rips, Larry Ellison's 1997 Vanity Fair Article, Global Fertilizer Crisis | Diet TBPN
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Mar 12, 2026 They dig into Oracle’s blowout quarter, cloud capacity plans, and GPU economics driving AI compute demand. A nostalgic look back at Larry Ellison’s 1997 Vanity Fair profile and his family’s media and AI bets comes next. Conversations touch on studio consolidation, AI-written scripts, a global fertilizer shortage, and a major oil reserve release to calm markets.
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Oracle's Infrastructure Growth Is Real
- Oracle's infrastructure business is driving growth with 84% quarter-over-quarter expansion and $553B of remaining performance obligations.
- John Coogan highlights 50B CapEx and 90% of capacity deliveries on schedule, proving demand from OpenAI and Meta is real.
Compute Demand Outpaces User Growth
- Compute demand is exploding even as consumer AI user growth decelerates, because token consumption per user multiplies with reasoning models and agents.
- John Coogan describes successive 10x jumps from reasoning models, GPT-5, and agents melting GPU fleets.
Use AI Tools To Multiply Engineering Output
- Embrace AI tooling inside engineering teams to build more with fewer people and create new SaaS products quickly.
- Jordy Hayes notes Oracle used AI coding tools to build three new CX apps and an AI website generator with small teams.