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How LLMs are dismantling the moats that made vertical SaaS defensible, and why the market selloff is structurally justified but temporally exaggerated (Nicolas Bustamante/@nicbstme)

Nicolas Bustamante / @nicbstme : How LLMs are dismantling the moats that made vertical SaaS defensible, and why the market selloff is stru...

28 November 2025

OpenAI's data center partners are set to rack up nearly $100B in debt; sources say banks may lend another $38B to Oracle and Vantage to build more OpenAI sites (Financial Times)

Financial Times:
OpenAI's data center partners are set to rack up nearly $100B in debt; sources say banks may lend another $38B to Oracle and Vantage to build more OpenAI sites  —  Cloud companies and developers rely on lossmaking start-up to repay huge loans  —  OpenAI's data centre partners are on course …

Posted from: this blog via Microsoft Power Automate.

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