Make your predictions for the rest of 2026 and early 2027 in this thread. My prediction is that we are done with large cuts, stock is up additional 50% by this time next year. The exec management continues to be as evil and detached as they've always been. Geopolitics continue to be messy.
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@js I think you forgot to add the sarc tag
@jm they won't. because LLMs are extremely ineffective and they are directly capped by energy input and energy grid capacity - these things do not scale.
Won't you need a job to pay income tax?
We'll all share in the riches and be living off of passive income.
@jm Won't you need a job to pay income tax?
Agents will run the world, from the macro to the micro level. They will ingest, organize, and analyze all available data then follow on with predictions and decisions. With that, there will no longer be a need for software to do the same.
Won't it be something for your agent to inform you that it has completed and submitted your annual federal income tax return? that your bills have been paid and accounts balanced? that you'll no longer have to think or worry about the annoying details of life?
Welcome to the future.
Q4 Missed earnings. Stock drops. Datacenter delays. Stock drops. continued surgical layoffs. Org structure fails...especially in certain old GIUs now reporting and aligned differently. Many of the industry specific solutions fall off a cliff and growth is negative. Strategy decisions and implications begin to show in Q4 2027. Stock craters. Complete recovery mode in 2028.
AI bubble finally bursts. Markets correct dramatically. Oracle is in a free fall because of all of the debt. Major layoffs one right after another with only the minimum required severance.
@dt you got all of that from watching the youtube videos posted in other threads. Show me where the "facts" spewed in the videos can be verified.
A lot of those videos are highly polished and professionally created. They cost a lot of money to make. Who is paying for these videos and what is their motive?
Oh, this will be fun! I’m thinking another layoff in the US in September. International layoffs October through January. Total headcount reduction around 10 to 15 percent.
Stock will spike with the FY 26 Q4 call next week, but will drop through the summer as the AI buzz starts to phase out - AI for the enterprise excitement will fade because the cost/benefit math doesn’t work out.
Anyway, that’s my two cents. Really looking forward to reading what others think!
OpenAI still owes Oracle $300B, which Oracle is depending on. Even with an IPO, there is no way that's going to happen. The impact of this is unclear.
Separately: AI companies are loosing money with subscriptions, and as they move towards API token billing, other companies are going to realize the expense and scale back. Besides software development automation and a few niche markets, LLM's haven't found a reason for their high expenses yet. This will cause a general fallback of AI stocks, which is the only thing propping up the market these past 6 months, and what's largely driving Data Center capex.
@ca hey! that's cheating!
I predict no pay raises, bonuses or focal for almost everyone.
@aq we dropped 20k in 1FY. There’s no way we are dropping 52k in the next fy
Down to 100k headcount
Titanic was unsinkable! Sure!