How Larry Ellison’s Wealth Differs From Other Tech Billionaires - WSJ

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Larry Ellison's $212.9 billion net worth is almost entirely in Oracle stock, which he pledges as collateral for personal loans to fund assets like superyachts and a Hawaiian island.

A Father and Son’s $108 Billion Hostile Bid for Warner Bros. Discovery - The New York Times
Larry and David Ellison, a father-son duo, launched a $108 billion hostile bid for Warner Bros. Discovery, highlighting their evolving business partnership.
also on Warner Bros. Discovery, Larry Ellison, #business-strategy
Netflix to Acquire Warner Bros
Netflix agrees to acquire Warner Bros. for $82.7 billion, combining its streaming service with WB's film/TV studios, HBO Max, and iconic franchises.
also on Warner Bros. Discovery
A Guide to the Biggest Winners From the SpaceX IPO - WSJ
SpaceX's IPO creates trillionaire Elon Musk and big paydays for executives, venture capitalists, and college endowments holding stakes.
also on #wealth, #business-strategy
The Other Leverage in Software & AI
AI disruption threatens to compress software revenue, putting at risk the $475 billion in BDC loans and highly-leveraged data-center debt built on that revenue's durability.
also on Oracle, #finance, #business-strategy
The Teaser Period: Why the AI Boom Is Hitting a Reset Wall
The AI boom mirrors 2008's housing crisis as take-or-pay compute contracts create a 2027-2028 'reset wall' where payments start despite labs' revenue being insufficient to cover obligations.
also on Oracle, #business-strategy