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Reading up on KKR

2 deep · digging since feb 05

  • stratechery.com favicon
    Nvidia’s Risky Business – Stratechery by Ben Thompson

    Nvidia is partnering with major financial firms to create $500 billion in financing platforms for AI infrastructure, transforming compute into an investable asset class and expanding systemic risk in the AI buildout.

  • tomtunguz.com favicon
    The Other Leverage in Software & AI

    AI disruption threatens to compress software revenue, putting at risk the $475 billion in BDC loans and highly-leveraged data-center debt built on that revenue's durability.

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