“The #hyperscaler has, in economic substance, extended a concentrated, unsecured loan to cash-burning tenants. The RPO that #wallstreet values as forward revenue is, in reality, a credit exposure to borrowers with no operating income”; an excellent longread on #aiinfrastructure debt and what will likely make the #aibubble pop https://www.groundbrkr.com/p/the-second-derivative-why-no-one
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Gert-Jan Kroese
@gjkroese@mastodon.social
Owner @PrivacyValleyNL | #DataProtection & #Privacy | DPO Services | #LegalTech |
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@Sheep_Overboard in almost every #substack post #OliverKornetzke is firing on all cilinders like this, definitely worth to subscribe: https://oliverkornetzke.substack.com/
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@ExtinctionR@social.rebellion.global how many feet does #trump have to shoot into #renewableenergy #windenergie #economics #energycrisis
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2028 Democratic presidential primary: Does #KamalaHarris really have a shot? | Vox https://www.vox.com/america-actually/494810/kamala-harris-2028-presidential-primary-democratic-party-south-carolina
Way too many Americans in 2024 made abundantly clear that they would not vote for a black, female candidate. What are the odds that this cohort will have grown a spine and moral compass in 2028. I don’t feel very optimistic about the US electorate
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