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
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