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@jessefelder.com

“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. The 200+ neoclouds are going to see guppy-level death and consolidation.” www.bloomberg.com/news/article...

bloomberg.comMusk Says SpaceX Closed $40 Billion Debt Deal, Blasts NeocloudsElon Musk said SpaceX has closed a $40 billion debt deal to pay for the chips it needs to fuel its artificial intelligence ambitions.

25/10/26, 11:01 pm6 reposts27 likes

Cookies combat inflation!!

@investincookies.bsky.social

It will be “interesting” to see how much of the tech sector’s “earnings” came from debt-fuelled spending and how much came from real customers.

@longscope.bsky.social

So very little.

Josie Piskac Lynn

@josiepiskaclynn.bsky.social

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