AI financing as a rebranded private credit Ponzi
The case argued: the recent half-trillion-dollar AI financing announcement is a desperate rebranding of a failing private credit model, structured as a circular Ponzi scheme to keep unprofitable AI companies afloat.
EURODOLLAR UNIVERSITY CHANGED ITS VIEW
BULLISH FOR 0 DAYS, THEN THE TURNKeep reading this one
You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.