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Larry Ellison argues that AI models are commoditizing due to reliance on public internet data, making proprietary data the true competitive advantage. Meanwhile, Emad Mostaque predicts the cost of Kimi K3 will drop significantly.
Oracle co-founder Larry Ellison warns that AI-powered surveillance will lead citizens to behave better due to constant recording and reporting, echoing Orwellian concerns about privacy erosion.
Larry Ellison shares anecdotes about Steve Jobs' obsession with perfection, citing his refusal to settle on Toy Story until it was perfect, and describes what made him great.