[sparcpile]

OpenAI and Anthropic are bleeding money and both need hundreds of billions of dollars in the next couple of years to break even. Oracle is highly overleveraged and I am hoping that the bubble takes them out. You can find the gory details at Ed Zitron's blog. https://www.wheresyoured.at/premium-how-the-ai-bubble-bursts...

[TheNewsIsHere]

Anthropic at least has Amazon’s backing. OpenAI is where the industry is stuffing all of its bad debt and transparently bad deals. It’s the sacrificial company this time around.

I would dance on Oracle’s grave, but they have too much staying power because of their core database and ERP business.