Conor Sen
@conorsen
Founder of the Housing Frame on Substack. Housing, markets, economy. Ex-@opinion. Suburban dad. The future is a policy choice.
Joined September 2009
303 Following 109.1K Followers
Fun read from Dario. It does feel like the points finance guys have to make are more compelling now that we’re talking about external financing needs and credit spreads rather than Nvidia product cycles, HBM, and tokens.
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