Alex's Personal Blog • 164 implied HN points • 11 Dec 25
- Disney struck a major partnership with OpenAI, bringing its IP, investing $1 billion, and planning to use OpenAI tech for Disney+, new products, and employee tools.
- Oracle missed revenue expectations and is burning cash after heavy capex, but its enormous remaining performance obligations (RPOs) mean the company could look much stronger if those bookings convert.
- U.S. immigration tightening is pushing big tech to boost investments in Canada and India as a talent and market hedge, with firms pledging tens of billions to those countries.