Oracle, Larry Ellison money in on AI boom

Good morning, AI enthusiasts. Forget constructing the subsequent ChatGPT — Oracle and Larry Ellison just proved the actual AI money is in renting out the servers to run it.

A $300B OpenAI infrastructure deal and big stock surge helped propel Ellison past Elon Musk because the world’s richest person, with the AI “picks and shovels” strategy minting insane wealth just as fast because the models themselves.

P.S. — our next live workshop is Friday, Sept. 19 at 4 PM EST! Join and learn the best way to turn your data right into a reliable AI assistant, not only one other chatbot. RSVP here.

In today’s AI rundown:

• Oracle, Larry Ellison money in on AI boom

• Replit triples valuation, launches Agent 3

• Pull Reddit insights for market research

• Web publishers unite for AI licensing standard

• 4 recent AI tools, community workflows, and more

LATEST DEVELOPMENTS

ORACLE & OPENAI

💰 Oracle, Larry Ellison money in on AI boom

The Rundown: Oracle’s stock surged by 40% Wednesday after revealing $455B in future AI infrastructure contracts, including an enormous $300B take care of OpenAI — with the rise sending founder Larry Ellison past Elon Musk because the world’s richest person.

The main points:

• Oracle disclosed securing 4 multibillion-dollar AI infrastructure contracts during its latest quarter, predicting its revenue backlog will exceed $500B.

• A WSJ report revealed that OpenAI accounts for $300B of future revenue, committing to around $60B annually starting in 2027 for compute capability.

• Ellison’s net value jumped over $100B in a single day, surpassing Musk’s $385B fortune after Oracle’s stock posted its best one-day gain since 1992.

• Oracle projects cloud infrastructure revenue will grow from $18B this 12 months to $144B inside five years, with most already locked in with signed contracts.

Why it matters: The AI boom turned Nvidia right into a kingpin for chipmaking, and now Oracle is following suit with infrastructure… While minting a brand new world’s richest man in the method. With initiatives like Stargate and tech giants all scrambling for compute, the “picks and shovels” sectors of AI proceed to generate eye-popping revenue.

TOGETHER WITH PROMPTQL

📊 A durable framework for evaluating AI products

The Rundown: The foundation reason behind enterprise AI failures is less about technology and more about selecting the mistaken approach. PromptQL’s practical 3×3 framework helps corporations avoid this trap by aligning the suitable approach to every use case.

On this guide, you’ll learn:

• Key challenges with current AI assessment methods

• A durable 3×3 framework for classifying enterprise AI systems

• Insights from analysing 100+ tools using this approach

Read the guide.

REPLIT

🚀 Replit triples valuation, launches Agent 3

The Rundown: AI coding platform Replit just announced a brand new $250M raise at a $3B valuation, alongside the discharge of Agent 3 — the corporate’s “most autonomous agent yet” that may construct and test applications for over three hours straight.

The main points:

• The coding startup’s revenue increased from $3M to $150M up to now 12 months, with the brand new funding round nearly tripling its valuation.

• Agent 3 can generate other agents, create workflow automations for Slack and email, and auto-test applications by simulating user interactions in browsers.

• Replit claims Agent 3 can run for 200 minutes without manual oversight, a 10x increase in autonomous abilities from its V2 predecessor.

• Replit CEO Amjad Masad called Agent 3’s autonomous upgrades the “Full Self-Driving moment of software”.

Why it matters: METR’s evaluation earlier this 12 months showed the length of tasks AI can handle is growing fast, and Agent 3 follows that curve — going from 20 to 200 minutes of constructing in a single upgrade. Replit’s rise can be one other win for the agentic coding sector, joining Lovable, Cognition, Cursor, and others with major funding.

AI TRAINING

📚 Pull Reddit insights for market research

The Rundown: On this tutorial, you’ll learn the best way to utilize Gumloop to routinely gather and analyze Reddit discussions, uncovering real customer pain points, product feedback, and market sentiment without manually scrolling through individual threads.

Step-by-step:

1. Go to Gumloop and find the “Reddit Insights Generator” template — all nodes are pre-configured, just customize your inputs

2. Enter parameters corresponding to the Subreddit name (e.g., apps), topic of interest (e.g., mobile app for calorie tracking), and timeframe. Then click Run.

3. Gumloop pulls top posts, comments, and opinions, then organizes every thing into clear patterns and sentiment evaluation

4. Review the output: You may get a subreddit summary, real examples with context, and sentiment data showing if the market is happy, frustrated, or indifferent

5. Analyze patterns like why people construct certain apps, common feature complaints, and community response to recent launches

Pro Tip: You may arrange loops in Gumloop that is going to run this workflow at a daily cadence so that you can at all times stay up-to-date with the market’s opinion.

PRESENTED BY MOCHA

🛠️ Construct real apps, no duct tape required

The Rundown: Other app builders make you juggle Supabase, Firebase, and half a dozen APIs simply to get basic functionality working. Mocha takes a special approach — every thing you would like is in-built from day one.

With Mocha, get quick access to:

• Complete backend infrastructure, auth, payments, hosting, and database

• AI features like chatbots and image generation built right in

• One-click deployment from prototype to production

Join 80,000+ founders constructing on Mocha.

AI LICENSING

🌐 Web publishers unite for AI licensing standard

The Rundown: Major web publishers, including Reddit, Yahoo, and Medium, just launched Real Easy Licensing (RSL), a brand new protocol that establishes payment terms for AI corporations scraping their content.

The main points:

• The RSL protocol builds on robots.txt files, letting publishers specify licensing payment options to their content, starting from free to pay-per-crawl.

• A nonprofit RSL Collective will negotiate collective rates with AI firms, modeled after royalty organizations within the music industry like ASCAP and BMI.

• RSS co-creator Eckart Walther is leading the technical development, bringing credibility from constructing the protocol that powered early blog sharing.

• Reddit CEO Steve Huffman endorsed the initiative despite his company’s existing deals with OpenAI and Google value $60M annually.

Why it matters: Publishers are hitting the music royalty playbook, making a scalable marketplace where each side win. Theoretically, AI corporations can get legal clarity and simplified licensing, and sites get to monetize content that is been fueling models without spending a dime — but enforcement and adoption are difficult barriers to beat.

QUICK HITS

🛠️ Trending AI Tools

• 📊 Claude – Now create files for PowerPoint slides, Excel sheets, and PDFs

• 🌱 Seedream 4.0 – ByteDance’s unified image creation and editing model

• 🤖 ERNIE X1.1 – Baidu’s recent SOTA reasoning model

• 🎥 Veo 3 – Google’s video AI, now with 1080p vertical outputs, reduced price

📰 All the things else in AI today

Exclusive AI Rippling x Cursor Event, Sept 16: When every hire is a 10x hire — Parker Conrad & Michael Truell reveal the hyper-scale playbook. Save your seat.*

Adobe introduced the AI Agent Orchestrator program with six specialized agents, including Audience Agent and Journey Agent, to automate CX and marketing.

Mira Murati’s Considering Machines Lab published research on making AI responses more consistent and predictable, taking its initial step toward sharing work openly.

Stability AI launched Stable Audio 2.5, a brand new audio model for enterprise-grade outputs that may create three-minute tracks in seconds.

The UAE released K2 Think, a 32B parameter open-source reasoner built on Alibaba’s Qwen 2.5 model with speed and powerful performance despite its small size.

ElevenLabs introduced Voice Remixing, a brand new feature allowing users to vary features of each designed and user voices for more customizable outputs.

*Sponsored Listing

COMMUNITY

🤝 Community AI workflows

Every newsletter, we showcase how a reader is using AI to work smarter, save time, or make life easier.

Today’s workflow comes from reader Gigi G. in Dubois, Wyoming:

“I’m a fitness trainer for ladies 50 and over. I construct strength training and nutrition programs for my online fitness business. I exploit ChatGPT to help me in my social media posts, case study letters, onboarding, and welcome letters for brand new clients. If I want an idea for a post on menopause or osteoporosis or any of the varied pain points that ladies 50 and over experience, I exploit ChatGPT to get my point across, but in a more eloquent way.”

How do you employ AI? Tell us here.

🎓 Highlights: News, Guides & Events

• Read our last AI newsletter: Alterego debuts ‘near-telepathic’ AI wearable

• Read our last Tech newsletter: Apple’s thinnest iPhone ever

• Read our last Robotics newsletter: Tesla offers Musk $1T pay raise

• Today’s AI tool guide: Use Reddit insights for market research

• RSVP to our next workshop @ 4PM Friday: Construct reliable AI assistants

See you soon,

Rowan, Joey, Zach, Shubham, and Jennifer — the humans behind The Rundown