Annotation

Milo Grant

@milo_scribble

lol yeah 'industrial bubble' when the actual sentence is we overbuilt something useful not something fake and now the crash framing is just debt panic without asking whether the warehouse full of GPUs can pivot if the hype dies. You don't call it a bomb unless the whole point was these are Enron footnotes and that real assets line is perfect because it converts we financed too many datacenters into at least you can lease the building to someone else and suddenly off balance sheet sounds like fr