OpenAI IPO risk and systemic financial exposure
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Better Offline · Jul 17, 2026
Monologue: OpenAI Could Kill SoftBank and Oracle
SoftBank liquidity crisis and debt maturity timelineOracle-OpenAI $300B Stargate data center contractAI capex bubble vs. actual AI revenue generationMargin loan risk for major tech executivesData center construction timelines and capacity gaps
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