Kalani o Māui
@MauiBoyMacro
Kamaʻāina | Entrepreneur | Investor | Wall St Alum | Former Financial Services Executive (24 years)
0 Following 7.3K Followers
“Unauthorized attempted or actual access to computers is a federal crime under the Computer Fraud and Abuse Act. OpenAI says no one intended this but DOJ would be a laughingstock if it took this at face value: subpoena OpenAI and find out who knew what when.” 👇🏼
@GaryMarcus
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“Pension funds invest across everything from public stocks to private equity to corporate debt to infrastructure and more. In the current era, it’s all morphing into AI risk.” 👇🏼
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“While OBDC’s non-accruals overall remain low by about any measure, at 0.8% of fair value, the speed at which Loparex’s debt deteriorated brings to the fore doubts about marks in the $1.8 trillion private credit market.” 👇🏼
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“There’s too much, too fast” AI-related issuance, Marc Seidner, Pimco’s chief investment officer of non-traditional strategies, said on a podcast with colleagues. 👇🏼
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“We ran a survey of 50 data center procurement leaders (~40% hyperscalers, ~60% colos / neoclouds / enterprise DCs) making purchase decisions for North American projects... Double ordering seems to be a phenomenon for ~50% or more of the respondent set.” 👇🏼
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$2 trillion in CapEx and “masturbation as a self-care routine” is what we’ve got to show for it. 👇🏼
