Oracle, AI, and Who Actually Pays for the Race

At some point in the last six months or so, we quietly stopped arguing about whether AI was real ot just the next tech bubble waiting to pop. That shift matters than most people realize. Not because the debate was resolved cleanly. It wasn’t. The hype ants are still out there, still pitching dashboards and slide decks to executives who want to look smart at board meetings. The valuations are still stretched in places. The AI wrapper startups are still going to die by the hundreds. But the underlying technology…. That part stopped being a question.