AI bubble collapse scenarios and cascading effects
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Better Offline · Jul 17, 2026
Monologue: OpenAI Could Kill SoftBank and Oracle
OpenAI IPO risk and systemic financial exposureSoftBank liquidity crisis and debt maturity timelineOracle-OpenAI $300B Stargate data center contractAI capex bubble vs. actual AI revenue generationMargin loan risk for major tech executives
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