Tag: artificial-intelligence
-
The AI Gold Rush That Could Reshape Venture Capital Forever
By Corey Ribotsky To understand the scale of what the anticipated liquidity events involving SpaceX, OpenAI, and Anthropic could mean for venture capital, it is useful to compare the current AI cycle to one of the most important venture-backed exits of the modern technology era: Uber. Uber’s IPO was viewed as one of the defining…
-
Oracle’s AI Wake-Up Call: The Bill Came Due Before the Revenue Arrived
Oracle’s sudden loss of market value did not happen because the company stumbled. It happened because Oracle did something most companies avoid: it revealed the true cost of artificial intelligence. For years, AI has been marketed as something almost weightless — software that lives in the cloud, scales effortlessly, and transforms everything it touches. What…
-
The AI Illusion: How Speculation, Concentration, and Complacency Set the Stage for a Market Correction
By Corey Ribotsky Over the past two years, artificial intelligence has transformed from a technological breakthrough into a financial obsession. Markets that once traded on earnings, liquidity, and macro conditions now move almost entirely on the perceived promise of AI. It is not an exaggeration to say that artificial intelligence has become the market. Strip…
RibotskyInstitute.com 