Ed Ludlow

As Bloomberg's reported it, quite a lot of that is open AI.

Now, in the future, if something happens and a deal falls through, often in the contracts, there's some kind of penalty for cancellation or severance.

But the question's still out there.

How do we know that OpenAI in particular is good for it?

That they'll be able to actually front up on the projects that they're committed to?

Seedy, we just have less than a minute here.

Do you like this co-CEO structure and the leadership of Oracle?

Oracle down three tenths of a percent.

We're treading water.

That is the big earnings print after the bell.

Siti Panagrahi of Mizzou.

Great to have you on the show.

Welcome back to Bloomberg Tech.

Probably the story of the week, maybe, has been the saga around Warner Brothers' discovery.

Two competing bids, one from Netflix, cash and stock at $27.75 a share, which is just for the streaming and studios, and one from Paramount Skydance, $30 per share for the whole enchilada.

This is what those stocks have traded like on the week.

We're not quite in the sort of discussion territory around arbitrage.

In other words, looking at the gap between where the stock's trading and the price of the deals offered because it's a live situation with multiple bids.

But we are looking at the structure of the deals.

Now, Netflix is looking to become Debtflix again.