We can learn something from people arm-waving away talk of an AI capex bubble
How public and private credit are now one market
Four notes on how stress is finally showing up in the data center credit complex: 1. The OpenAI Debt Backstop 2. The Oregon PUC Power Debacle 3. CoreWeave CDS Blowout
Michael Burry’s Nvidia bets, KKR’s “bragawatts,” and the fallacy of scale-by-association driving AI exuberance
Nvidia as Pop Mart, Power, Policy, etc.
AI is likely inflating consumer spending more than expected
Two events this week will be looked back on as key moments
Notes on AI debt, model crash, blackouts, and more
AI-driven San Francisco is no longer worst in nation office vacancy
The data center spending slowdown that isn't
On powered land, data center resistance, and AI ... non-resistance
