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Premium: The Hater's Guide To Blackstone, the world's largest asset manager that grew through exploiting financial crises and rental markets.
With $200bn in AI data centers and investments, it may be the first time Blackstone is left holding the bag.
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Ed Zitron retweeted
“For the love of god, get out there and vote.” Jon has a message for 2026 voters, plus an all-new podcast on AI’s looming threat to our financial institutions with Ed Zitron. Drops tomorrow!
Yeah it’s ideal that your financiers are immediately saying “yeah yeah nothing is signed yet” over your $40 billion deal
Elon Musk has claimed that SpaceX closed a $40 billion debt deal to pay for the chips it needs to fuel its AI ambitions.
However, people familiar with the matter said the parties were still engaged in pricing discussions as of Sunday and the deal had not yet closed. bloomberg.com/news/articles/…
You can fix america in under 4 years:
Year 1-
Raise taxes 10%.
Cut spending 10%.
This will lead to a budget surplus.
Pay down a small amount of debt.
Year 2-
Stay the course.
Do not buckle, start new wars, start spending.
Pay down another small chunk of debt.
Year 3-
The bond market sees we are serious.
Interest rates will fall to zero. literally as low as we have ever seen.
With it, mortgage rates go down to covid levels.
Economy grows 5%+.
Year 4-
Refinance all outstanding debt.
Bumps up rates, but still well under what spot is now.
By the end of the 4 years, the US economy is growing faster than anyone else on earth.
Borrowing costs are at all time lows.
The extra tax revenue more than covers the short term cuts we had to do.
everyone is richer, we secure another 250 years of the american empire, there is more money for everything.
At any point, any political party can do this.
but its like cooking a meal vs doordashing taco bell.
Its harder to do, so no one does it.
Okay that’s two guys who have said it now, if this is really the case coreweave is toast outside of whatever plan Blackstone can concoct
$NBIS CEO Arkady Volozh Says Debt Markets Closed for Neoclouds Since Last Week
"We have a pretty healthy balance sheet. We always thought about being more conservative here. We used all kinds of instruments. From last week, probably some of the capital sources are temporarily closed, like the asset-backed or debt market. But we're working now with customer advances and several other instruments,which will probably provide us enough finance to build this gigawatt at least."
Despite the significant investments ploughed into artificial intelligence it has provided “zero payoff” to corporate America outside of technology, according to Apollo's Chief Economist Torsten Slok. Read more: bloom.bg/3UeNZMq
📷: Victor J. Blue/Bloomberg
Revenue per worker is rising for the Mag 7 but is flat for the S&P 493-- well the only killer app has been coding.
apollo.com/wealth/insights-n…
Genuine question, and I am coming to no conclusions: is this commonplace? If so how common? Because if it’s common it feels like the compute bullwhip effect
