[throwacct]

so, these companies are playing hot potato and this is oracle holding it.

[reactordev]

I so desperately want to make a snide comment about foreseeing the future but the reality is the CapX is so muddied that I’m afraid everyone is going to feel it.

[outside1234]

Exactly, the really frightening thing is Altman taking OpenAI public to get it into the SP500 and it completely falls apart then. In that case, we all get to hold the bag.

[wmf]

Oracle doesn't own the GPUs themselves and may hold as little as 10% of the Stargate bag.

[rwmj]

Please let it be true.