Initially I assumed that when the bubble burst, some VCs would go bust, Oracle would go bust, a few hyperscalers would take a significant haircut but carry on, and life would pretty much go on. However there's now sufficient dodgy AI-related debt making its way onto the debt markets that the bubble burst could be a lot messier, and it may be more than a few percent.

Wouldn't mind a repeat of 2008, if it means that Oracle goes out of business.