Global News Podcast The Global Story: Trump’s ‘CEO of everything’
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Oct 12, 2025 Jake Lahat, a senior writer at Wired magazine, shares insights on billionaire Larry Ellison’s growing influence over America’s tech landscape. He delves into Ellison’s rise from a CIA database project to Oracle's dominance in AI infrastructure. The discussion covers Ellison's extravagant persona, his monopolistic strategies, and his pivotal role in the TikTok ownership debate. Lahat also explores the potential implications of Ellison's media and tech mergers, drawing parallels between Ellison and historical robber barons in the realm of power and attention.
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Oracle As The Internet's Digital Plumbing
- Oracle provides foundational server and database infrastructure that underpins most modern internet services.
- Jake Lahat calls it the "digital plumbing" that stores and serves other companies' data and applications.
AI Is A Compute Landlord's Gold Mine
- AI's growth makes data centers and compute the core bottleneck and profit point.
- Larry Ellison benefits by owning the scalable infrastructure that every AI player must rent or buy.
Infrastructure Beats Individual AI Models
- Owning AI infrastructure is like owning valuable real estate that outlasts specific AI winners.
- Lahat frames Oracle as the "AI landlord" that profits regardless which model dominates.
