
Bigger Innovation and More Opportunity in AI Era | Lochhead on Different
Cloud Wars Live with Bob Evans
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The Importance of Changing Your Position
Chris Cuomo: Larry Ellison had to be wrong and not just wrong, but wrong in the context of very opposite public statements. He says Oracle's transition from on premise to cloud is a non-trivial thing for a large public company. The real issue is the shift between current revenue to deferred revenue, which makes Wall Street batshit, he says. "You don't have to be a $325, $350 billion market cap company to do this"
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