The Compound and Friends cover image

AI Optimism and Macro Skepticism With Dan Ives & Neil Dutta

The Compound and Friends

00:00

Oracle's AI Bet and Earnings Concerns

Michael raises investor worries about Oracle's RPO, debt and cash flow; Dan defends Oracle's positioning and execution.

Play episode from 09:55
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app