LARRY ELLISON: "ME AND ELON BEGGING JENSEN FOR GPUS. PLEASE TAKE OUR MONEY."
Oracle $ORCL reports earnings today. Two years ago its founder described the AI race from the inside.
"We need you to take more of our money, please."
He says it all runs on the desire to be first. First in self-driving, first in reading cancer biopsy slides, first in synthesizing video and making movies.
"The guys who are in this race are very smart and they understand they need to be best at something. They'd like to be first, so they're spending a lot of time and a lot of money."