Dylan Patel

Otherwise they will fall behind in the race and Elon will not let that happen.

Like he doesn't want that to happen, but he can subsidize and fund this round.

But like,

As rich as he is, among the richest people in the world, maybe the richest, he can't go to a three gigawatt data center unless he gets capital, which he can't do unless he gets revenue and fundraising.

Oracle?

Oracle's going to make so much fucking money if you believe, if you believe open-handed is successful.

Then the question is like, people who loan money to the neoclouds are idiots.

Like, why would you ever loan money on a cluster?

Either you get paid on your loan or you don't.

You should just own equity.

Like, people who loaned money to CoreWeave only in the early days are so dumb, they should have just bought equity.

If they believe the thesis, they should have bought equity.

And those who bought equity made tons of money, right?

The same applies to like owning Oracle.

Like maybe, maybe, maybe they're going to make a ton of money if OpenAI is successful.

But if you think OpenAI is going to be successful enough to pay $300 billion to them, how many users do they have?

And what's that IP worth?

Like maybe, and also like, you know, there's reasons you shouldn't own OpenAI, like the Microsoft stuff and like the risks around Anthropic and all these things.

But like,

In most worlds where Oracle gets paid $300 billion by opening AI, opening AI is like a $10 trillion or $5 trillion company or something crazy.