Enterprise software giant that acquired PeopleSoft in a hostile takeover, catalyzing Dave Duffield to found Workday.
“A major Trump donor who's helping to finance the WBD takeover. His Jewish identity and ties to Israeli President Netanyahu are cited by Paramount as a factor in opposition.”
“In 30 days, we went from not being an AI hyperscaler to being number four. And we passed a lot of companies, including Oracle. CoreWeave is a huge business.”
Source→“Five companies — Alphabet, Amazon, Meta, Microsoft, and Oracle — have already raised $255.34 billion in 2026, more than double what was raised in all of 2025. By year-end, they plan to spend $750 billion on AI data centers.”
AI-extracted from podcast / newsletter / paper summaries. May contain errors.