Rachit Agarwal(@rachit):New Episode with @0xZergs, Founder of @USDai_Official We discuss: - CapEx spend and Anthropic compute partnership - Loan structures of Google and other hyperscalers - AI interest rate yield being the most sustainable 0:37 - Anthropic and SpaceX compute deal 5:45- Demand for AI buildout 10:14 - How debt is structured for these new financing rounds 15:47 - AI is a race to capital 19:22 - When will rising debt become a concern 23:03 - How the yield is generated 30:25 - Active loans on the platform 32:32 - Most sustainable yield in DeFi 37:00 - GPU depreciation 39:10

2026.05.14 13:35

New Episode with @0xZergs, Founder of @USDai_Official We discuss: - CapEx spend and Anthropic compute partnership - Loan structures of Google and other hyperscalers - AI interest rate yield being the most sustainable 0:37 - Anthropic and SpaceX compute deal 5:45- Demand for AI buildout 10:14 - How debt is structured for these new financing rounds 15:47 - AI is a race to capital 19:22 - When will rising debt become a concern 23:03 - How the yield is generated 30:25 - Active loans on the platform 32:32 - Most sustainable yield in DeFi 37:00 - GPU depreciation 39:10 - Final form of GPU-backed asset class