Tag Archives: David Ellison

Cracks in the armour

That is at times the stage we see. It is not a stage where the we are concerned of the armour that is in play. It is like any soldier wanting the direct replacement of body armour when it stops a bullet. There is no logic in this. It is like the expectation that a bullet strikes perfectly the first impact. You might be more lucky to get a winning lottery ticket. So when I saw the Financial Times headline (the article is behind a paywall) we would have seen

The headline is ‘alarming’ as the banks seek out new buyers for data centre loans. But as I see it, Oracle has been in the thick of things for over 40 years and the current boss of Oracle is currently worth 250,000 million dollars. He basically is worth more than most board of directors of any bank in the United States. So the setting doesn’t make sense to me. This seemingly happens should Larry Ellison (father of David Ellison, big boss, actor, producer, chairman and CEO of Paramount Skydance) takes an equal disastrous dive. You think that this is ‘boasting’ but the setting that we see here gives us that banks are in a downward spin and the Ellison family is well insulated of the impeding downward spiral. So here we go to the next article and we get ‘Oracle issues public clarification amid reports linking AI push to job cuts’ (at https://sea.peoplemattersglobal.com/news/strategic-hr/oracle-issues-public-clarification-amid-reports-linking-ai-push-to-job-cuts-48277) where we see “In a statement posted on its official X account, Oracle said a widely discussed Nvidia–OpenAI investment proposal had “zero impact” on its financial relationship with OpenAI and insisted it remained “highly confident” in OpenAI’s ability to raise capital and meet its commitments. The clarification followed mounting speculation that Oracle could slash as many as 30,000 jobs to help fund its AI expansion.” I am not taking sides here, but as I see it, at least 5,000 employees could find a job by opening two cloud centres. One in Saudi Arabia and one in the UAE. Techies, Trainers, consultants and that could be an influence of revenue out of those two countries. So when we see “The statement came after a turbulent weekend for companies tied to OpenAI. The Wall Street Journal reported that a proposed $100 billion Nvidia investment in OpenAI had stalled and was never finalised. Nvidia chief executive Jensen Huang later confirmed that the arrangement discussed last year was non-binding and did not proceed. Despite Oracle’s attempt to reassure investors, markets reacted negatively. The company’s shares fell 2.79% to $160.06 shortly after the statement was published, highlighting ongoing concern about the scale of Oracle’s financial exposure to the AI build-out.” I have a speculative arbitrary subjective view of Sam Altman (OpenAI) that he is nothing more than a lousy second hand car dealer with too big an ego. And the setting where they are ‘closing down’ the 100 billion dollar deal sounds alarming and it seems like Oracle is left with the mess of something that is in a downward spin and continues falling downward until it splatters with a sickening thump. And when we get to “Oracle’s debt burden has expanded rapidly. The company has added about $58 billion in debt in recent months, largely to finance new data centre campuses in the US, pushing total debt above $100 billion, according to analysts. Since peaking in September 2025, Oracle’s market capitalisation has fallen sharply, erasing hundreds of billions of dollars in value.” All whilst OpenAI couldn’t exist without the Oracle framework and whilst we are given all kinds of complications but there are two settings no one seems to care about. There are plenty of reasons to have a data centre, but AI doesn’t exist yet and Deeper Machine Learning (DML) and Large Language Models (LLM) do exist and they are close to magnificent, the issue is that everyone is going with the AI setting and this AI just cannot do what AI needs to be able to do and whilst we see some excellent ideas, as I see it it doesn’t give the structural settings of an additional 770 data centres are in the making and the resources that are required are rising to the spotlight and people are unhappy with it all. All this is making OpenAI (Sam Altman) rather uneasy and whilst some are shutting down $100 billion deals whilst shouting that the processors aren’t good enough and whilst Google Gemini is outperforming whatever OpenAI has and now the banks are getting jittery and the pressure gets onto the house of Oracle. I can call it that because the Pythia of Delphi gave me permission herself. So now that the bottom of the well is showing the banks go medieval on whatever they can and they try to go out from under their arrangement. Sounds like the setting banks had in 2008, doesn’t it?

But to feed an excellent software firm to the wolves to keep safe is not the good setting. As I see it Oracle will come up from all this, whilst they will stop working with certain banks as I see it. And those banks will cry like little bitches stating that it was just business (a speculative view I am holding). And all whilst I wasn’t stating anything new. This was out in the open for over 2 years. As such the banks and the media have a few thing to explain to the people and they aren’t in the mod for what some will call BS.

Have a great day today, don’t forget to have some Ice Coffee if you are in a 30 degrees plus environment (like me) and feel free to ask the media all kinds of nasty questions. 

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The sales-price is considered

Yes, that is at times a simple setting, and sometimes it is more like watching for clarity in a bowl of pea soup. Something that simply isn’t ever happening. As such I tend to stay away from these things. Here I took a dabble for the reason that this most certainly will impact Hogwarts Legacy 2 and that is a troublesome setting. There was a second setting that AOL (via the LA Times) alerted me to. It is ‘Paramount outlines plans for Warner Bros. Cuts’ which we see (at https://www.aol.com/articles/paramount-outlines-plans-warner-bros-172016776.html) I have seen several cut articles pas by my eyes and as such we are given “Many in Hollywood fear Warner Bros. Discovery’s sale will trigger steep job losses — at a time when the industry already has been ravaged by dramatic downsizing and the flight of productions from Los Angeles.” I feel I disagree, but it is a disagreement done via a lack of American business sense and the ‘insight’ that there are too many captains and too many ships. It is like the length of a project has 5 stages, each stage with its own captain, quartermaster and boatswain, whilst these ships require to be moored 5 times which comes with additional costs. It is the perception I see and perhaps I am wrong, but that is the setting that is almost never seen in Canada, the UAE, Saudi Arabia. Not sure about Australia and the United Kingdom, as such the others get a much larger slice of their revenue, hence they can focus on quality, not quantity. 

I’ll admit it is a non-professional view as I am not in that business, me writing a few scripts don’t make me in any way a professional view here. So as we are given and we see “David Ellison’s Paramount Skydance is seeking to allay some of those concerns by detailing its plans to save $6 billion, including job cuts, should Paramount succeed in its bid to buy the larger Warner Bros. Discovery.” Will it work? I honestly don’t know, but this setting is weirding me out especially as we see “Paramount previously disclosed that it would target $6 billion in synergies. And it has stressed the proposed merger would make Hollywood stronger — not weaker. The firm, however, recently acknowledged that it would shave about 10% from program spending should it succeed in combining Paramount and Warner Bros.” We see ‘cutting’, ‘a merger’, ‘shaving’ and that makes Hollywood stronger? I don’t know, but I feel a string sense of doubt. Not merely because of that, but the UK, UAE and Saudi Arabia are fine tuning their own streaming services, their production facilities and distribution channels and I haven’t even considered India in all this. The time for people who want to succeed in Hollywood is over. Hollywood has to content for resources with the UK, Canada, UAE and Saudi Arabia and several of these channels have resources, as such the pond where Hollywood is fishing is a lot smaller and whilst people are ‘cut’ from the business they had, they will look towards the other ponds to see if they can make a living there. The shine of Hollywood stopped shining about 10 years ago and people aren’t catching on. And whilst we see “Paramount said that it would become Hollywood’s biggest spender — shelling out about $30 billion a year on programming.” This setting comes with a counter setting. You see if they don’t make at least $100,000,000,000 from that, the money spenders walk away and that is where the cogs start to hamper work. And at present Paramount had 2 movies in the top 10. Primate which made $23,890,679 and the SpongeBob movie which made $23,410,013. You think this is good? It is an actual question because these two movies made 0.47% of the required revenue. Still think this is a healthy setting? I know there is a lot more, TV series and all kinds of streaming solutions and they do bring in the cash but will it be enough? There is now a lot more than Hollywood and those players are also vying for the same revenue and the people have less to spend. For me it is simple I was only able to afford 4 cinema movies and for now my 2026 budget is limited to The Odyssey and the third dune move at present. And I am not in as bad a setting as many others are and I don’t think that Hollywood is realising this (or they are hiding that ignorance), but the Analysts have another view “Some analysts have wondered whether Paramount would sell one of its most valuable assets — the historic Melrose Avenue movie lot — to raise money to pay down debt that a Warner acquisition would bring.” I have no idea, the moment I hear Melrose, my mind changes settings to Melrose place and that sitcom with Heather Locklear (I was young once) and I have no idea about Hollywood, but the idea that this is an option and still they believe that Hollywood would not become stronger, merely more diverse and that does not translate to strength, it translates to revenue moving into more and smaller buckets. I remain driven into offering my scrips to Dubai except for the NSA heart attack script, I am now working on, which is meant for Canada and optionally Matt Damon’s Artists Equity. Still working on this, but I will finish it within the next few months (two months ahead of schedule, because a rewrite will become essential). 

So whilst I am in no way savvy in the workings of Hollywood, I am well versed in Business Intelligence and the settings I am seeing do not add up (to me at least). It is not entirely without doubt that this might be a setting that these studios are setting themselves up for a non-administration time and therefor much more abled to be hiding certain matters. Because stronger and the diminishing parts we see don’t add up. It only makes sense if certain players aren’t making the numbers they are supposed to be making. But perhaps I am the eternal sarcasm driven entity in this. 

And beyond what we see now with “Paramount also has filed proxy materials to ask Warner shareholders to reject the Netflix deal at an upcoming stockholder meeting. Earlier this month, Netflix amended its bid, converting its $27.75-a-share offer to all-cash to defuse some of Paramount’s arguments that it had a stronger bid. Should Paramount win Warner Bros., it would need to line up $94.65 billion in debt and equity.” The numbers might be adding up, but I have some doubts here, but it is Hollywood, who do I know about that place (answer: zilch)

Have a great day you all, its almost Thursday now, merely 300 seconds remaining.

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