Simon Dedic
@sjdedic
Founder & Managing Partner @MoonrockCapital
参加 December 2022
2.6K フォロー中 51.7K ファン
AI bull in its last inning.
Crypto bull in its first inning.
The great rotation is inevitable.
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
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