__Joker

Yeah, there is lot talking out of both sides of their mouth here.

If nothing else, at least these should be choice of users to let them choose based on their values and requirements.

Just curious.

If there is iffy interest coverage for the debt and assets might be a stretch to cover (principal + interest), why will someone sponsor the debt here ?

Also, rates seems to be high, at least compared to recent history, to be favorable for this kind of LBO.

Are there any proxy for population count? Like may be mobile users, I understand people use more than one.

Yeah, thinking about the same while back. If I remember they sale of Boston Dynamics was kind of chump change for Google.

I assume google made the choice of selling the "brain" for any "body" whoever develops it. Something like android.

Really sorry, if the question came as snarky or if otherwise. Those were not my intent.

Related to AI given all around noise, really wanted to understand kind of contrarian view of monetary aspects.

Once again, apologies if the question seems frivolous.

"While I continue to believe that many people are going to collectively lose trillions of dollars ultimately pursuing "AI" at this stage"

Can you please explain more why you think so ?

Thank you.

Can a argument be made that by not supporting other software on their platform, essentially platform is inhibiting competition, which hinders true price discovery and customer loses ? Like if cars don't allow other FSD on their platform, what choice does the customer has.

Econmics noob here.

Leaving aside the Ad Hominem that Spitznagel is hedge fund manager who might benefit from the said event.

I can only gather two main points in the argument.

1. Level of debt is at unprecedented levels ( private, public, global)

2. Kind of follows from 1, Government(FED) has very high annual debt servicing.

How we go from 1&2 to popping the credit bubble ?