Yesterday was a rough one for the tech crowd. took a proper hit after The Information (https://www.theinformation.com/briefings/oracles-ai-cloud-business-razor-thin-16-gross-profit-margin-new-data-show) shared some figures showing its shiny new AI business is running on margins of just 14% – and that’s before counting some potential losses on Blackwell chips. That’s miles away from what everyone expected. The idea that “AI = easy profit” suddenly doesn’t look so bulletproof anymore. stock dropped around 5%, and the whole cloud/AI sector followed it down. Nasdaq 100 slid roughly half a percent, but some individual names fell much harder – … and yeah, even (which I’m holding myself 👀) What’s behind the noise? Turns out the costs of running massive AI infrastructure – chips, data centres, energy, staff – are chewing through profits faster than expected. There’s also this slightly dodgy-sounding “circular funding” triangle going on between - OpenAI - basically money looping around the same players, propping up each other’s revenues. Feels a bit like déjà vu from the early 2000s, doesn’t it? About BILL Funny thing is, has also been in the news lately, but for something much healthier. They’ve teamed up with NetSuite to improve B2B payments processing for US companies. It’s a smart move, really. While AI margins look shaky, partnerships like this one show they’re still pushing to build value in the more “real-world” parts of the business stuff that actually saves companies time and money. And for , it means tapping into huge client base and integrating deeper into enterprise systems proper long-term potential there. My take. What do you think? Yesterday’s dip felt more like a wake-up call than a meltdown. AI’s not dead, but maybe it’s due for a reality check – not every company can print money just by slapping “AI” on the label. Still holding my position. It’s volatile, sure, but I reckon the fundamentals are sound and this partnership could age well once the market calms down a bit. Was this just a short-term shakeout, or are we starting to see the first cracks in the AI hype cycle? #oracle #bill #ai #cloud #investing #techstocks #getquincommunity