Personally, I'm pretty sure my schadefreude will be even more epic if Meta blows than if Oracle blows.

But yeah, from the massive losses of the AI AND the Metaverse investments from Meta that I read about, it might very well be that they have unbalanced the company's finances too much to the point that a retraction of the money markets due to uncertainty around AI (making them unable to get loans or roll existing loans in good enough terms) ends up toppling the company.

I mean, Lehman Brothers toppled essentially from over-exposure to Credit Derivates, a kind of financial instruments people outside the business knew had never heard about until it they started blowing up and all of a sudden nighttime public TV news were even talking about CDO^2^