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Joined @arimelber.bsky.social on MSNOW talk about the AI bubble, Treasuries and the growing cost of AI data center debt, and how Oracle and Paramount’s debt threatens Larry Ellison’s future.

Can’t have an Ai bubble if you rename Ai to Si

Reportedly he also wears a prosthesis on the roof of his mouth to cover the hole created by his years of snorting cocaine and Adderall. Also he's had multiple strokes.