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but why wouldn’t that be not much worse than 20%+ of regional banks getting stressed back when rates & poor mgmt blew up SVB etc.? there’s a baseline of trillions of debt and decent liquidity and CCC and Bbb- stuff happens, right ?

The numbers behind this, from the source: SoftBank's $64.6 billion bet on OpenAI is now stacked on borrowed money: a bridge loan, junk bonds, and a loan that comes due early if OpenAI's value falls. tokenrunner.ai/economics/bo...

Warning signs are seen as trading opportunities in these markets. Which is why when a return to reality valuations occurs, leveraged and concentrated accounts make headlines. Then they ask for bailouts.

It will burst when they think they can blame the poors.

About your retirement savings? Well...

I refuse to talk to robots.

Fear sells. Everyday a doomsayer

Anthropic will be different, I'm SURE of it!

A.I. = No money and can't go public with it, so let's do the doom and gloom.

RCA case history in the 1920's:

Openai should be out of money by mid next year, they had 18 months to make a profit or go under earlier in 26. I dont think they have made anything yet. (Could be wrong) 27 is going to be rough esp w the 1t medicare cuts in jan