Conor Sen
@conorsen
Founder of the Housing Frame on Substack. Housing, markets, economy. Ex-@opinion. Suburban dad. The future is a policy choice.
参加 September 2009
303 フォロー中 109.1K ファン
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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