The AI bubble is starting to show its face, says Tusk Ventures' Bradley Tusk

here to discuss is Bradley Tusk. Tus Tusk Ventures founder and CEO. It's great to see you, Bradley.How are you thinking about this. >> Um, I think that in a lot of ways the excitement that the hyperscalers had kind of got away from them a little bit and it's starting to face reality. So, there's two big things.So, let's take the Oracle announcement today. I understand that if they believe that they have customers um for uh the cloud services and they need more you know capex to be able to then build it and ...