dot-com bubble? It's less about black or white, and more about how much of it. Nothing weird to me about caring given how it all also impacts peoples lives and much wilder all these numbers are becoming.
Oracle likely structured everything the way that its gonna be everyone else problem before they go down. No?
So far capacity barely grown because its super slow to build, but prices skyrocketed x5 to x100.
If its blownup everyone will just return to selling hardware or capacity at 20% margin instead of 2000%.
Only major labs will collapse because they have nothing but models and losses. People working for them still gonna find a job just with $10,000 bunus instead of $1,000,000.