advait
@advaitarun.bsky.social
capital markets & energy finance @ Center for Public Enterprise ☀️🏗️ • bay area / dc • advaitcore.substack.com. on twitter at @advaitarun_
Thank you for listening!!
November 25, 2025 at 4:00 PM
Thank you for listening!!
Reposted by advait
“Favorable treatment off the balance sheet hinges on some convenient assumptions”
When investors start asking such questions you know it’s time to plan what to do after the bubble has burst. Read @advaitarun.bsky.social CPE report:
publicenterprise.org/report/bubbl...
bsky.app/profile/bung...
When investors start asking such questions you know it’s time to plan what to do after the bubble has burst. Read @advaitarun.bsky.social CPE report:
publicenterprise.org/report/bubbl...
bsky.app/profile/bung...
This is as close as the lawyers at the Journal allow reporters to get to "fraudulent fraudsters sighted wearing fraud pants and doing a fraud." www.wsj.com/tech/meta-ai...
AI Meets Aggressive Accounting at Meta’s Gigantic New Data Center
Favorable treatment off the balance sheet hinges on some convenient assumptions.
www.wsj.com
November 24, 2025 at 4:08 PM
“Favorable treatment off the balance sheet hinges on some convenient assumptions”
When investors start asking such questions you know it’s time to plan what to do after the bubble has burst. Read @advaitarun.bsky.social CPE report:
publicenterprise.org/report/bubbl...
bsky.app/profile/bung...
When investors start asking such questions you know it’s time to plan what to do after the bubble has burst. Read @advaitarun.bsky.social CPE report:
publicenterprise.org/report/bubbl...
bsky.app/profile/bung...
Reposted by advait
Highly recommend this report on AI finances. @katemac.bsky.social & I interviewed the lead author
bsky.app/profile/did:...
bsky.app/profile/did:...
Today's new @publicenterprise.bsky.social report is a comprehensive analysis of the capital structure of the entire AI sector: data center real estate, GPU markets, private credit, you name it.
It's also a financial risk management framework for policymakers!
publicenterprise.org/report/bubbl...
It's also a financial risk management framework for policymakers!
publicenterprise.org/report/bubbl...
Bubble or Nothing
Policymakers concerned about the deployment of clean energy and compute-focused infrastructure over the long term need a framework for managing the uncertainty in the AI sector's investment landscape—...
publicenterprise.org
November 24, 2025 at 5:57 PM
Highly recommend this report on AI finances. @katemac.bsky.social & I interviewed the lead author
bsky.app/profile/did:...
bsky.app/profile/did:...
Reposted by advait
It’s kinda fascinating how no one has gotten yet that trumps “anti elite” politics isn’t against the actual elites but is much more about a rebellion against educated cosmopolitan vibes. It’s why a barista who likes Annie Hall despite Woody Allen making it is elite but Elon musk isn’t
November 21, 2025 at 11:48 PM
It’s kinda fascinating how no one has gotten yet that trumps “anti elite” politics isn’t against the actual elites but is much more about a rebellion against educated cosmopolitan vibes. It’s why a barista who likes Annie Hall despite Woody Allen making it is elite but Elon musk isn’t
Here's capex data from @nathanielbullard.com at Halcyon if this helps!
November 21, 2025 at 4:38 PM
Here's capex data from @nathanielbullard.com at Halcyon if this helps!