HEY I'M CRAMER. WELCOME TO MAD MONEY. WELCOME TO CRAMERICA.OTHER PEOPLE MAKE FRIENDS I'M JUST TRYING TO SAVE A LITTLE BIT OF MONEY OUT HERE. MY JOB IS NOT JUST TO ENTERTAIN BUT TO PUT IT IN CONTEXT. SO CALL ME AT ONE 807.43 CNBC OR TWEET ME AT JIM CRAMER. WHEN I WAS RUNNING THE STREET. COM, THE ONLINE NEWS JOURNAL I STARTED IN 1995, I FOUND OUT HOW HARD BUSINESS COULD BE.HARDLY A QUARTER WENT BY WHERE WE COULD MEET OUR QUOTA FOR AD REVENUE, WHICH IS WHY WE SET UP MORE STABLE SUBSCRIPTION BUSINESS TO CUSHION ...

Core Viewpoint - Concerns are rising regarding circular transactions among tech companies, particularly in the context of OpenAI's valuation and investment strategies [1][3]. Group 1: Circular Transactions - A "Lazy Susan" deal is defined as a transaction where one company invests money into another, which then reciprocates by investing back into the first company [2]. - OpenAI is reportedly in discussions with Amazon for a deal involving at least $10 billion, where OpenAI would purchase AI chips from Amazon [2]. Group 2: Investment Scrutiny - There are indications that some companies are becoming cautious about high-tech investments, especially in light of OpenAI's significant spending commitments, including a $300 billion deal with Oracle for AI infrastructure [4]. - Blue Owl Capital has withdrawn from funding a $10 billion data center from Oracle due to concerns over the tech company's spending and increasing debt [4]. Group 3: Market Sentiment - The move by Blue Owl Capital is viewed positively as it reflects a disciplined approach to investment [5]. - The tech sector may struggle to recover until more companies demonstrate restraint in their AI spending and reject circular deal structures [5].