Episode Details

old devil washes out in deal with new devil

https://pivot-to-ai.com/2026/01/15/bondholders-sue-oracle-over-openai-debt-deals/ - blog post

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CORRECTION: I say in the audio that the Oracle stock price on 9 September 2025 was $251 - but it was $241.

Sources:

• Oracle, OpenAI Sign $300 Billion Cloud Deal https://www.wsj.com/business/openai-oracle-sign-300-billion-computing-deal-among-biggest-in-history-ff27c8fe
• Oracle is already underwater on its 'astonishing' $300bn OpenAI deal https://www.ft.com/content/064bbca0-1cb2-45ab-85f4-25fdfc318d89
• Oracle hit hard in Wall Street's tech sell-off over its huge AI bet https://www.ft.com/content/583e9391-bdd0-433e-91e0-b1b93038d51e
• Oracle's $10bn Michigan data centre in limbo after Blue Owl funding talks stall https://www.ft.com/content/84c147a4-aabb-4243-8298-11fabf1022a3
• Oracle is Set to Power on New Data Center in Michigan https://www.oracle.com/news/announcement/blog/oracle-is-set-to-power-on-new-data-center-in-michigan-2025-1018/
• Oracle Is Sued Over Disclosures Tied to 2025 Bond Offering https://www.bloomberg.com/news/articles/2026-01-15/oracle-sued-over-disclosures-tied-to-18-billion-bond-offering
• Record $38 Billion Debt Sale Nears for Oracle-Tied Data Centers https://www.bloomberg.com/news/articles/2025-10-23/record-38-billion-debt-sale-nears-for-oracle-tied-data-centers

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