BTW…. Out of all the dominoes at play now, Oracle has created the biggest unstable environment…. And not many are talking about that….. Oracle has a reported $300 billion, five-year compute deal with OpenAI, beginning in 2027. That contract is roughly 45% of Oracle’s $664 billion backlog…which means nearly half of Oracle’s future-revenue story rests on one private company. The fun part however is OpenAI’s annualized revenue was about $50 billion at the end of September, that’s below the roughly $70 billion figure investors had been expecting. Its own projection for 2026 booked revenue is closer to $36 billion, rising to $350 billion only by 2030…, So the math is uncomfortable: OpenAI has committed to buy roughly $60 billion a year of compute from Oracle while currently generating around $50 billion in annualized revenue and still burning cash….😅 Oracle, meanwhile, has to build the data centers, buy the GPUs, secure power, and service debt before OpenAI’s payments fully arrive. Oracle’s capex has surged, free cash flow has turned deeply negative, and its debt has climbed to about $167 billion…. S&P has cut Oracle to BBB- that’s one notch above junk…. So the loop here is: OpenAI needs compute to grow revenue → Oracle needs OpenAI’s future payments to justify building compute → Oracle borrows today to build that compute → lenders need the projects to generate cash on schedule → power, land, construction, and GPU supply must all arrive on time. All on promise of OpenAI revenue…. If one links break all the domino’s will falls … OpenAI’s financing credibility…. then it will hit AI infra credit market… then follow GPU capex cycle…. then finally AI equity repricing….(everyone in each of these cycle will be evaluated..) Therefore, I feel Oracle now the first real test of whether the AI infrastructure boom can be financed without breaking….. or it could be that 1st Domino …… @TrueAIHound 🍿

“Syntax is not by itself sufficient for, nor constitutive of, Semantics” : John Searle (The Chinese Room Argument)

An agent is only as smart as the messiest database it can read…

The model isn’t the product. The workflow it disappears into is…

If you only watch one thing on AI, make it this.... Jaron one of the smartest and most respected voices in the field and has been here since the word “AI” itself. he traces how the name “artificial intelligence” locked an anthropomorphic frame, and how today the industry has become a machine‑god religion where “agentic AI” makes prompt loops sound motivated....

Scaling laws are empirical, not physical. Treat them like a trend line, not a law of nature….

Oil above $110 and reaching $120 would have serious impact on the AI industries… if it reaches that level and stays there, it could make inflation stickier, capital more expensive and investors less patient with profits promised years from now. AI future promise have to survive the present inflation… That’s the actual narrative driving @Nasdaq sell off… $QQQ xitter.cf/threadedinsight/status…

Sixty years later, the words of 'Hubert Dreyfus' still lands harder then ever...!!