Part 7/13:
A recent report refers to OpenAI's commitments as a "lossmaking monster" on the hook for a staggering $1.4 trillion in compute costs, much of which is financed through debt. Companies like Oracle, engaging in massive deals with AI firms, are already showing signs of stress, with Oracle’s market value plummeting after a $300 billion deal with OpenAI. This indicates investor skepticism and growing uncertainty about the real value of these investments.