MCG(@MCGlive):Today on MCG $CHIP | @usdai_official w/@0xZergs The dollar that builds AI, wherever it forms Highlights from our convo: 00:26 - Founder lore 01:55 - 13 pivots before landing on GPU debt 06:12 - One gigawatt data center = the size of Denver, 20 Vegas spheres in a single site 09:00 - Data centers are the perfect escrow system 16:22 - Deal flow 18:15 - The unfinanceable middle market 19:07 - Private credit is in full retreat. @BlueOwlCapital and @blackstone gated redemptions. 22:57 - "Our company slogans are pessimistic, aggressive, and impatient" 24:56 - 3% amortization + 1% interest monthly = 48% annual paydown 45:14 - "Everything in AI pays down debt. A computer is just loans."

2026.07.14 21:00

Today on MCG $CHIP | @usdai_official w/@0xZergs The dollar that builds AI, wherever it forms Highlights from our convo: 00:26 - Founder lore 01:55 - 13 pivots before landing on GPU debt 06:12 - One gigawatt data center = the size of Denver, 20 Vegas spheres in a single site 09:00 - Data centers are the perfect escrow system 16:22 - Deal flow 18:15 - The unfinanceable middle market 19:07 - Private credit is in full retreat. @BlueOwlCapital and @blackstone gated redemptions. 22:57 - "Our company slogans are pessimistic, aggressive, and impatient" 24:56 - 3% amortization + 1% interest monthly = 48% annual paydown 45:14 - "Everything in AI pays down debt. A computer is just loans."