Jameson CampAdvising on AI and GTM | 2x Exits

The Ellison rule #startups #entrepreneur #makemoney

14 Sept 2026 · 1 min

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In this monologue, Jameson Camp highlights Oracle’s remarkable financial performance under 82‑year‑old founder Larry Ellison, noting $67 B in revenue, a 17 % increase, $43 B of additional borrowing, a 39 % cloud growth, $55 B spent on data centers, and a 21,000‑person layoff. Camp emphasizes that Ellison is channeling these resources into building data centers for leading AI firms such as xAI, OpenAI, and Anthropic, signaling a long‑term commitment to the AI wave. He argues the AI bubble is far from bursting and uses Ellison’s bold, high‑stakes approach as a rallying call for other founders to double‑ or triple‑down on opportunities rather than easing off the gas. The piece blends hard financial data with a motivational exhortation to entrepreneurs to adopt an aggressive, unwavering stance in growth periods.

Chapters

The ballsiest founder in tech right now is not some 25-year-old coming out of Silicon Valley. It is 82-year-old Larry Ellison. His company Oracle just had a monster year, $67 billion in revenue. It still borrowed $43 billion more. Revenue's up 17%. Cloud is up 39%. Printing money like Scrooge McDuck. Spent $55 billion just on data centers and cut, I think, 21,000 employees. Ellison's building all the data centers for xAI and OpenAI and Anthropic. This is a major bet that this is going to continue on for years to come. This AI bubble is not ready to pop. He's 82 and doubling— fuck it, tripling down on this stuff. The greatest lesson here is that often people take their foot off the gas when things are going well, and when you really just need to double down, triple down. What's your excuse?