> Managed agents means long running tasks and stateful sessions, which is metered compute rather than seat licences.
> OpenAI does not own data centres. Whoever hosts those sessions collects the bill.
> ORCL closed 132.60 on Monday, down 3.3 percent, second worst of the group, and it sits on the collecting side of that trade.
Note: bought back a third of what I sold in August. Adding again only if it holds 130 through the keynote.
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