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Elvis Eckardt Recruitment @elviseckardtrec.bsky.social · 24m

Oracle’s resurrection is a high-stakes fusion of capital, compute, and politics.

Ellison built the rails for the next AI boom, but they run through both Wall Street and Washington.

If AI holds, he wins history. If it cracks, Oracle’s empire goes with it.

Elvis Eckardt Recruitment @elviseckardtrec.bsky.social · 24m

Ellison’s edge isn’t just technical, it’s political.

He’s become Donald Trump’s top tech ally, funding MAGA-friendly media takeovers (Paramount, CBS, potentially CNN).

If Trump returns to power, Oracle’s federal cloud position strengthens dramatically.

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Elvis Eckardt Recruitment @elviseckardtrec.bsky.social · 24m

The pivot is risky: Oracle is financing data centres “on pump,” betting billions on an AI future that may or may not monetise.

If the AI bubble bursts, Oracle’s balance sheet could implode before its backlog pays out.

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Elvis Eckardt Recruitment @elviseckardtrec.bsky.social · 24m

Ellison’s transformation is total: Oracle went from “boring enterprise software” to AI compute landlord, renting power to OpenAI, Musk’s xAI, and even Nvidia.

Two-thirds of its new revenue backlog? AI server deals.

But it’s a leveraged bet: $140B in debt, negative cash flow.

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Elvis Eckardt Recruitment @elviseckardtrec.bsky.social · 24m

Oracle is back from the dead, and Larry Ellison is now the world’s richest man.

A $300B compute deal with OpenAI sent Oracle’s stock soaring 40% in one day, its biggest jump since 1992.

The 50-year-old database dinosaur just became a core player in the AI arms race.

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Elvis Eckardt Recruitment @elviseckardtrec.bsky.social · 37m

The question isn’t just legal, it’s structural.

If cloud access determines who can build frontier models, AI competition becomes pay-to-play.

This lawsuit tests whether one firm can own both the rails and the riders of the AI revolution.

Elvis Eckardt Recruitment @elviseckardtrec.bsky.social · 37m

Context: Microsoft has poured $13+ billion into OpenAI since 2019, anchoring its AI empire, from Azure and Copilot to enterprise APIs.

Even as OpenAI diversifies (Google Cloud, Broadcom, Nvidia), critics say Microsoft’s early lock-ins shaped the AI market’s pricing floor.

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Elvis Eckardt Recruitment @elviseckardtrec.bsky.social · 37m

Microsoft’s defence? Silence so far.

OpenAI isn’t named as a defendant, but described as operating under a “Damocles sword”: its core compute is still controlled by its biggest investor.

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Elvis Eckardt Recruitment @elviseckardtrec.bsky.social · 37m

Filed in federal court in San Francisco, the class action alleges Microsoft’s Azure contract restricted competition in AI infrastructure, breaching U.S. antitrust law.

Plaintiffs seek damages for overpriced AI services tied to ChatGPT’s launch.

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Elvis Eckardt Recruitment @elviseckardtrec.bsky.social · 37m

Microsoft faces a new antitrust lawsuit in the U.S., accused of artificially inflating AI prices through its exclusive cloud deal with OpenAI.

The claim: Microsoft has limited compute supply for ChatGPT to keep AI access scarce and expensive since 2022.

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Elvis Eckardt Recruitment @elviseckardtrec.bsky.social · 43m

For BioNTech, this is more than a merger; it’s a reset.

The company that defined the vaccine era is now betting its future on using mRNA as a cancer weapon.

CureVac exits the stage it helped build. BioNTech inherits both its failure and its frontier.

Elvis Eckardt Recruitment @elviseckardtrec.bsky.social · 43m

Context: BioNTech’s strategic arc now centres on cancer therapeutics, not Covid.

It $11bn partnership with Bristol Myers Squibb on antibody BNT327 shows the scale: more than 20 trials in 10 tumour types already underway.

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Elvis Eckardt Recruitment @elviseckardtrec.bsky.social · 43m

CureVac, stripped down and struggling, brings scientists, IP, and some preclinical mRNA assets.

The acquisition consolidates Germany’s biotech landscape under one global flag, and Mainz replaces Tübingen as the national biotech hub.

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Elvis Eckardt Recruitment @elviseckardtrec.bsky.social · 43m

The deal, structured as a share swap, should close by year-end.
It marks the quiet end of a pandemic story: CureVac’s vaccine never made it; BioNTech’s did, and it minted billions.

Now BioNTech wants to pivot from pandemic profits to mRNA oncology.

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Elvis Eckardt Recruitment @elviseckardtrec.bsky.social · 43m

Germany’s competition regulator has approved BioNTech’s takeover of CureVac, two firms once rivals in the Covid vaccine race.

The Bundeskartellamt found no major overlap in their R&D pipelines: CureVac’s projects are early-stage, BioNTech’s oncology work is mature.

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Elvis Eckardt Recruitment @elviseckardtrec.bsky.social · 50m

• Policy: speed training portability, wage insurance, and labour market matching.
• Workers: specialise in AI-complementary tasks (judgment, client trust, operational change).

Elvis Eckardt Recruitment @elviseckardtrec.bsky.social · 50m

Playbook:

• CEOs: bank productivity but reinvest in growth & new roles; measure “AI ROI per payroll dollar.”
• CHROs: move from headcount defence to skills offence (LLMops, data plumbing, human-in-the-loop QA).

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Elvis Eckardt Recruitment @elviseckardtrec.bsky.social · 50m

Macro flip side: faster productivity cools inflation, potentially giving the Fed room to ease even with a higher unemployment rate, another echo of the 2000–2003 cycle.

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Elvis Eckardt Recruitment @elviseckardtrec.bsky.social · 50m

GS is not forecasting mass unemployment.

Expect transition frictions: routine/mid-income white-collar roles get squeezed; some lower-skill roles may even benefit; high-skill AI-leveraged workers gain.

Inequality risk rises unless reskilling and mobility improve.

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Elvis Eckardt Recruitment @elviseckardtrec.bsky.social · 50m

Mechanism: firms deploy AI to cut labour costs and raise efficiency.

In expansions, this mutes net hiring; in recessions, it can lock in headcount reductions (think early-2000s recovery where output rebounded but jobs lagged).

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Elvis Eckardt Recruitment @elviseckardtrec.bsky.social · 50m

Goldman Sachs warns the U.S. may enter an era of “jobless growth”: strong GDP driven by AI productivity, but weak hiring.

Early signs: outside of health care, employment growth has turned negative in recent months; young tech workers are feeling it first.

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Elvis Eckardt Recruitment @elviseckardtrec.bsky.social · 57m

Winners are the firms that change behaviour, hard-wire impact into the supply chain P&L, and master human + AI execution.

Elvis Eckardt Recruitment @elviseckardtrec.bsky.social · 57m

Where do boutiques fit as McKinsey/BCG chase exclusive models and talent? Don’t overfit to “arms race” logic.

Democratisation means standard models can outperform bespoke science projects.

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Elvis Eckardt Recruitment @elviseckardtrec.bsky.social · 57m

AI is both a tailwind and a time bomb.

Short term: faster teams, fatter margins.

Next: clients demand those gains back as lower fees. The pyramid turns diamond, fewer juniors, pressure on partnership pipelines.

If firms won’t self-cannibalise, the tech will do it for them.

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Elvis Eckardt Recruitment @elviseckardtrec.bsky.social · 57m

Surprise risers: Arthur D. Little (tech/innovation) and EY-Parthenon (jumping straight into the top 5 for satisfaction).

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