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EQIX
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2
Ideas · 30d
2
Episodes
3.5
Avg depth
2
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The conversation · most recent first
17 JULTHE COMPOUND AND FRIENDS · 14:40
Blackstone's public data center vehicle is exit liquidity
"Blackstone's plan to launch a public acquisition vehicle for AI data centers is designed to generate exit liquidity for its institutional builds rather than offer a ground-floor opportunity for retail investors."
Substantive discussion · 3/5
4 JULMONETARY MATTERS WITH JACK FARLEY · 05:10
Low ROIC for AI middlemen and NeoClouds
"Jim Chanos argues that NeoClouds, data center developers, and Bitcoin miners are inherently unprofitable business models with single-digit returns on capital."
In depth · 4/5
MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION