Joined January 2009
zerohedge retweeted
Same author
Understand how the narrative works. Ahead of Brazil’s election, they were gearing up to blame Meta if Lula lost. Now that he’s been declared the winner, we’re hearing about the brilliant use of WhatsApp (Meta) that helped deliver his victory. When Obama won in 2012, they celebrated his shrewd use of Facebook, voter data and microtargeting. When Brexit happened and Trump won in 2016, we got the Cambridge Analytica moral panic. When the left wins, it’s brilliant digital campaigning. When the right wins, it’s social media manipulation undermining democracy.
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The Broadcom deal landed the same day Anthropic filed its S-1, and the same day Meta launched its $95 billion offering (upside to $97.5 billion). Add SpaceX closing its $40 billion Nvidia chip lease with Apollo, and Monday's AI capital call came to roughly TWO HUNDRED BILLION DOLLARS IN ONE DAY
The first lien, which Broadcom is supporting in its massive $63BN SPV, the biggest AI deal on record, is about $43.5 billion, or 69% of the total. In other words, more than two-thirds of the biggest AI debt deal on record is effectively guaranteed by the vendor.
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The first lien, which Broadcom is supporting in its massive $63BN SPV, the biggest AI deal on record, is about $43.5 billion, or 69% of the total. In other words, more than two-thirds of the biggest AI debt deal on record is effectively guaranteed by the vendor.
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Another day, another record low for token prices
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Bolsonaro Arrives in Miami After Fleeing Brazil, O Globo Says
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