SVIC Newsletter
SVIC Podcast, Brendan CruzWe talk about tech without the hype. Based on the SVIC podcast (https://www.youtube.com/@svicpodcast) hosted by two tech veterans (VP of Eng and M&A Professional).
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 51 | Subscribers | Read | svic.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Oracle’s 400% Debt Balloon: Wall Street’s Biggest Margin Play
Amazing to see Oracle's stock go up 23% over the last few days but that required them to increase their debt by 400%. The ultimate margin trade. If there is any weakness in AI data center space over the next few years or their floating rate...
The $610M Atlassian–Browser Co. deal: a bet that AI will unify SaaS, not fragment it.
You probably heard Atlassian is buying The Browser Co. to for $610M. A lot of folks are scratching their head over this deal.
ChatGPT Inspires Hate, Gemini Inspires Nothing
“The opposite of love isn’t hate, it’s indifference.”
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Authors
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The SVIC Podcast is two tech industry veterans dishing out real talk about AI, Business, and comedy. https://shorturl.at/ceuD7
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