Aug 1 at 09:52 AM
$Oracle(ORCL.US) Artificial intelligence has upended traditional per-seat software pricing models, leading to industry-wide chaos and experimentation with diverse monetization strategies. Software vendors and enterprises are struggling with opaque token-based pricing while shifting toward outcome-based models that charge for specific measurable business results. Companies are increasingly adopting hybrid pricing and model routing to balance cost predictability with flexibility as they navigate AI investments. What this all means for Oracle who is still in massive debt is just more bearish sentiment. The day hyperscalers start spending lesser on AI, chips etc, it may signal a crash as people start to rotate out. The question now is whether Oracle can recover to its prime and still take advantage of this AI rally before it all "pops". @Captain's Treasure
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