Gert-Jan Kroese
@gjkroese@mastodon.social
Owner @PrivacyValleyNL | #DataProtection & #Privacy | DPO Services | #LegalTech |
mastodon.social
“The #hyperscaler has, in economic substance, extended a concentrated, unsecured loan to cash-burning tenants. The RPO that #wallstreet values as forward revenue is, in reality, a credit exposure to borrowers with no operating income”; an excellent longread on #aiinfrastructure debt and what will likely make the #aibubble pop https://www.groundbrkr.com/p/the-second-derivative-why-no-one