Oracle Just Redefined the Cloud

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🚀 Oracle Soars on $455B AI Deals and $300B OpenAI Pact

Oracle’s stock exploded to record highs after announcing an unprecedented $455B AI infrastructure backlog, including a landmark $300B agreement with OpenAI. The surge not only reshaped the cloud market landscape but also made founder Larry Ellison the world’s richest person.

The Decode:

1️⃣ Historic Stock and Wealth Jump - Oracle shares leapt as much as 43%, its biggest one-day rise since 1992, closing at $328. Ellison’s fortune surged by more than $100B, surpassing Elon Musk’s net worth.

2️⃣ AI Contracts Redefine Cloud Growth - The company disclosed $455B in future AI infrastructure deals, with OpenAI alone contributing $300B for compute capacity starting in 2027. This backlog sets Oracle up for cloud revenue to skyrocket from $18B to $144B over five years.

3️⃣ Big Clients, Bigger Ambitions - Alongside OpenAI, Oracle’s AI cloud roster includes xAI, Meta, and the $500B Stargate project with SoftBank. These commitments lock in long-term demand, even as analysts caution about potential margin pressure from the heavy infrastructure push.

Oracle has pivoted from a late cloud entrant to an AI infrastructure powerhouse, securing long-term revenue and redefining competition in the cloud market. The deals positions Oracle as a central provider of AI compute capacity, proving that the “picks and shovels” of the AI boom can be as lucrative as the models themselves.

Together with Shipfusion

The $8,000 Report Every Brand Should Read

Shipfusion spent $8,000 in ordering from 110+ cosmetics brands. What we uncovered goes beyond beauty. If you ship to customers, these insights are for you.

👀 75% failed to use post-purchase upsells to grow AOV.
🌀 33% of orders arrived scuffed, with 10%+ damaged.
📦 Half shipped in custom boxes, but only 36% branded interiors.

The data shows one thing clearly: most brands are losing money, trust, and retention where it matters most after checkout. And customers don’t forgive sloppy fulfillment, no matter how good your product is.

This is the reality: delivery is part of the brand experience. If you don’t control it, you’re leaving money and loyalty on the table. And in peak seasons like BFCM, the cost of failure multiplies.

Grab the Cosmetics Delivery Files to see what's working, what's missing, and how to win loyalty.

🎓 Create Personalized Learning Courses with Oboe

In this tutorial, you’ll learn how to use Oboe to instantly generate personalized learning courses on any topic, from behavioral economics to pastry ordering in French, using just a simple prompt.

Step-by-step:

• Go to oboe.fyi and sign up for free, your first 5 courses are on the house.
• Click “Create New Course” and type in what you want to learn (e.g. “How coffee prices are affected by global trade”). Oboe’s AI will generate a full course structure.
• Choose your preferred learning format: articles, podcasts, visual explainers, games, or quizzes. Mix and match for how your brain learns best.
• Start learning instantly, with lightweight, visual, and fast content tailored to you. Every action you take helps Oboe recommend even better topics next.

Pro Tip: Use Oboe when prepping for meetings, exploring rabbit-hole curiosities, or upskilling on new market trends. It’s like having a personalized teacher in your pocket.

Together with The Black Box of Growth

The Decision That Pays for Itself in Days

Every quarter, another channel flatlines. CAC climbs, conversions drop, and the pressure for answers intensifies. The truth? Funnels aren’t broken; the buyer’s journey has shifted under your feet.

Rewriting the DTC Rulebook is built from campaigns that sold to the most skeptical buyers.

Inside, you’ll see the exact behavioral shifts dismantling funnels and get plug-and-play systems like the Community Cultivation Canvas, Emotional Storytelling Framework, and Owned Media Checklist ready to launch the same day.

Buy now and you’ll also unlock two bonus playbooks plus 2,000+ Viral Video Hooks (updated monthly):

• Networked Growth Engines – Build acquisition loops powered by community, referrals, and partnerships.
• Financial Alchemy – Advanced cashflow and timing strategies to protect margins and scale faster.

These tools were curated after 100+ days of research and are valued at over $900. Today, you can own the complete 3-in-1 bundle.

Get your copy now and fix the leak before next quarter’s numbers land!

🚀 Mira Murati’s Startup Cracks AI Reproducibility

Even at temperature 0, large language models still give different answers to the same question. Mira Murati’s $12B startup Thinky, with PyTorch engineer Horace He, uncovered the real reason and released a fix that makes outputs truly consistent and reliable.

The Decode:

1. Persistent Non-Determinism - LLMs remained unpredictable even with “greedy” sampling meant to lock outputs, frustrating researchers and companies needing repeatable results for critical work.

2. Old Hypotheses Debunked - Engineers long blamed GPU concurrency and floating-point math for randomness, but these factors don’t explain the run-to-run variations that kept showing up in tests.

3. Real Culprit: Batch Invariance - Horace He discovered that server load changes batch size during inference, altering results unexpectedly, like ordering the same coffee but getting a different taste when the café is crowded.

4. Open-Source Fix - Thinky released batch-invariant kernels, ensuring identical answers regardless of traffic or batch size, and shared the code openly so others can apply it immediately.

This breakthrough brings long-needed reliability to AI systems. By eliminating hidden randomness in model outputs, researchers can finally replicate experiments, companies can trust AI decisions in critical workflows, and training pipelines become cheaper and more predictable. True reproducibility unlocks consistent performance from labs to production.

🏆 Tools you Cannot Miss:

🖼 NewPic.io – Go from raw photo to wow photo in a single click with AI magic.

🎥 Img2Video AI – Turn photos into realistic AI videos online for free, watermark-free and fast.

🧧 Ask Yi – Get I Ching readings with AI-assisted notes that map themes to your situation and provide clear reflections.

🎶 TextSong.net – Unlock musical creativity by turning your text into full AI-generated songs.

💹 Fefi – Your AI-powered financial dashboard for effortless insights and smart money tracking.

🚀 Quick Hits

🎁 Gift guides, reviews, and listicles will send millions of shoppers to Amazon this holiday—but only a few marketplace brands will be chosen. Levanta partners directly with publishers to secure those placements, where conversion is running 5:1 vs. DTC. See if your brand qualifies now.

📊  Senator Ted Cruz introduced a “sandbox” bill letting AI firms seek federal regulation exemptions for two-year periods, renewable up to 10 years, to spur U.S. innovation while still requiring safety and risk mitigation plans.

💰 Oracle co-founder Larry Ellison’s fortune surged to $393 billion, overtaking Elon Musk’s $385 billion after Oracle’s bullish cloud earnings forecast, making Ellison the world’s richest person according to the latest Bloomberg Billionaires Index.

🚀 Perplexity raised $200M at a $20B valuation, just two months after a $100M round, bringing total funding to $1.5B as its annual recurring revenue nears $200M, challenging Google’s search dominance.

🚀 Adobe’s AI Agent Orchestrator introduces six specialized agents, including Audience Agent and Journey Agent, to automate customer experience and marketing workflows.

🎤 ElevenLabs Voice Remixing now lets users adjust pitch, tone, and style for both preset and custom voices, enabling highly personalized audio creations and more creative control for podcasters, creators, and brands.

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