The TikTok piece at $14B is genuinely shocking when you consider Pinterest's $22B valuation. Oracle would control the most influential media platfrom for Gen Z at a 40% discount to comparable social networks. The real leverage comes from Ellison already owning cloud infrastructure through OCI, so hosting costs become internal transfers rather than external expenses. That $400B family fortune isn't just buying media properties, it's vertically integrating content distribution with the underlying compute layer.
The TikTok piece at $14B is genuinely shocking when you consider Pinterest's $22B valuation. Oracle would control the most influential media platfrom for Gen Z at a 40% discount to comparable social networks. The real leverage comes from Ellison already owning cloud infrastructure through OCI, so hosting costs become internal transfers rather than external expenses. That $400B family fortune isn't just buying media properties, it's vertically integrating content distribution with the underlying compute layer.