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Jesse Felder
jessefelder.com
did:plc:lzcoujf7r7lgjvx2yrmpvxlc
‘“To me, it’s a math problem,” says Asad Ramzanali, director of AI at Vanderbilt. “We are making trillions of dollars in investments on the back of tens of billions of dollars in revenues.” The growing consensus is that these kinds of numbers add up to a bubble.‘ https://www.nytimes.com/2026/07/31/magazine/larry-ellison-ai-oracle.html
2026-07-31T17:37:05.681Z