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X @OpenSea
OpenSea· 2025-10-20 17:51
RT Chris Maddern (@chrismaddern)an update on @OpenSea & broader internet services availabilityAs you may have seen online, Amazon AWS is experiencing a severe & extended service degradation. In practice, their primary east-coast datacenter is effectively inoperable — many websites & services are down.https://t.co/ZAe2Zwdwfb is currently up, however a number of upstream providers that power parts of OpenSea (including data storage, and blockchain indexing) are experiencing significant outages due to the AWS ...
X @Dash
Dash· 2025-10-17 21:52
Platform Overview - Dash is positioned as a decentralized digital cash and data storage DApp platform [1] - The platform emphasizes being fully-permissionless, instant, affordable, scalable, and private [2] Value Proposition - Dash empowers users with control over their money and data [2]
Will NYU’s Aswath Damodaran’s Prediction About Oracle (ORCL) Be Correct?
Yahoo Finance· 2025-09-23 13:42
Core Insights - Oracle Corp (NYSE:ORCL) is highlighted as a potential winner in the upcoming product and service boom, as noted by finance professor Aswath Damodaran [2] - The company's recent quarterly results indicate a strong performance, with expectations for booked revenue to exceed $0.5 trillion [3] - Oracle's competitive advantages include a strong market position in enterprise databases and ERP software, a large and experienced sales force, and high customer retention rates [4] Financial Performance - Oracle's quarterly results surpassed management guidance and consensus expectations, particularly in remaining performance obligation (RPO) bookings [4] - The company anticipates at least 16% revenue growth in its 2026 fiscal year, driven by cloud growth exceeding 40% [4] - The transition to a cloud computing subscription-based model is expected to lead to faster growth over time due to higher customer lifetime value [4] Market Position - Oracle is recognized as a leader in the enterprise software market, particularly in database, infrastructure, and application software [4] - The company maintains a durable moat through high switching costs for clients, achieving renewal and retention rates in the mid-90% range [4] - The shift to cloud-based solutions positions Oracle well to benefit from the ongoing growth in data storage and enterprise application software [4]
Analyst Explains The Reason Behind Oracle’s (ORCL) ‘Booming Business’
Yahoo Finance· 2025-09-17 13:10
Core Insights - Oracle Corp (NYSE:ORCL) shares surged following the announcement of its latest quarterly results, with expectations for booked revenue to exceed $0.5 trillion [2] - The company maintains a strong competitive position in enterprise databases and ERP software, catering to large clients such as banks and hospitals [2] - Oracle differentiates itself by providing cost-effective cloud services while integrating SaaS, ERP, and HCM, which creates high switching costs and a durable competitive advantage [2] Industry Context - The demand for computing resources is driving growth for companies like Oracle, as highlighted by industry experts [3] - There is a significant infrastructure boom, yet a capacity constraint exists, leading to a shortage of compute cycles to meet global demand [4] - The booming business of hyperscalers, including Oracle, is indicative of the increasing demand for computational resources in the market [4] Competitive Advantages - Oracle is recognized as a leader in the enterprise software market, with a strong position in database, infrastructure, application software, and cloud services [5] - The company benefits from a large and experienced direct sales force, a founder-driven management team, and a robust intellectual property portfolio [5] - High client retention rates in the mid-90% range and significant switching costs contribute to Oracle's competitive edge in the market [5]
X @Yuyue
Yuyue· 2025-08-08 16:18
此前,Irys @irys_xyz 和 Kaito 展开合作,开放了全球和 7 大地区排名的 Yap 排名的专区。具体奖励措施还未公布,但是很多大 V 都已经开始关注。从以往情况来看,上专区的项目大多都会有对应的 yapper 代币激励,如果在公布激励前开撸反而没那么卷Irys 是集数据存储、编程和 Dapp + AI 应用为一体的 L1 可编程数据链(programmable datachain), 让数据同时具备可验证性、可执行性和永久储存性是它的最大特征,融资金额两轮共 890 万美元目前 Irys 已经开启了测试网,并且官方鼓励大家参与 Kaito 嘴撸(最近的热度翻了 10 倍),TGE 应该也不远了。现在参与机会主要有两个:1️⃣ 嘴撸在推上发表 Irys 相关内容,直接在 @KaitoAI 上查看实时排名2️⃣ 测试网水龙头每个钱包每天领 0.1 测试币,然后链接钱包,去体验各种互动小游戏。可以先跑着,为 TGE 做准备水龙头传送门放在评论区 ...
X @Messari
Messari· 2025-07-31 16:48
Most AI infrastructure projects focus on computeIn our latest Pulse report, we break down how @ICN_Protocol is building a decentralized storage layer designed for large scale AI workloads and already serving over 1,000 enterprise users.Read the full report: https://t.co/JxEQ10gQT5Mohamed Allam (@PlagueObserver):Impossible Cloud Network is building the storage layer for AI infrastructure.While most focus on compute, @ICN_Protocol is designed for data: large scale, high throughput, regionally distributed, and ...