Oracle AI Bubble Is Slowly Bursting, Here's Its First Victim

This is the real story of the AI bubble's first big crack: how Oracle, the company that spent 40 years locking everyone else in, may have finally trapped itself. In September 2025, Larry Ellison was briefly the richest person on Earth, worth $393 billion, after Oracle stock exploded on a $300 billion cloud deal with OpenAI. Seven weeks later, it was coming apart: $38 billion in fresh debt, the worst earnings miss since the dot-com crash of 2001, lease commitments ballooning from $100 billion to $248 billion in a single quarter, two lawsuits, two board members gone, and Michael Burry, the man who called 2008, betting against them. Oracle spent four decades building a machine that trapped its customers and made leaving almost impossible. Now it has borrowed its way to the front of the AI arms race, and nobody can agree whether Ellison is a genius who did it again or the first big domino of the AI bubble. So which is it? The greatest bet in tech history, or the most expensive mistake ever made? Watch, then tell me what you think. Chapters: 0:00 The Question 1:05 What Oracle is 3:30 The Problem 5:55 The $300 billion bet 10:30 Seven weeks later #Oracle #AIBubble #LarryEllison