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TeraWulf $WULF CFO Patrick Fleury states that either NVIDIA, Amazon, or Google will backstop Anthropic's lease payments to TeraWulf at their 401MW Kentucky data center, unless Anthropic itself goes public and establishes a "really strong" investment grade credit rating in the near-term. "In the press release, we said that...

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15,665 görüntüleme • 17 gün önce •via X (Twitter)

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🔥TERAWULF CEO: "WE'RE NOT INVOLVED IN BITCOIN" The company started as a Bitcoin miner but the CEO says the business was "not natural for us. Bitcoin didn't offer predictable cash flow." He adds bitcoin was "great for a short period of time to help us transition to long-term, investment-grade credit off-takes in the data center world." TeraWulf just signed a 20-year, $19 billion lease with Anthropic to host the AI company at a Kentucky data center.
0:42

🔥TERAWULF CEO: "WE'RE NOT INVOLVED IN BITCOIN" The company started as a Bitcoin miner but the CEO says the business was "not natural for us. Bitcoin didn't offer predictable cash flow." He adds bitcoin was "great for a short period of time to help us transition to long-term, investment-grade credit off-takes in the data center world." TeraWulf just signed a 20-year, $19 billion lease with Anthropic to host the AI company at a Kentucky data center.

Coin Bureau

65,741 görüntüleme • 11 gün önce

Chris Camillo just made the most bullish case on $AMZN. Everyone worried when Amazon raised their capex to $200 billion Camillo believes they might make that $200 billion back on their Anthropic investment alone when Anthropic IPOs. What Amazon has done in the last 18 months is remarkable in scope. They didn't try to win the foundation model race against OpenAI and Google directly. They went a completely different direction, positioning themselves as the infrastructure underneath everything that is AI. Trainium chips, cloud buildout, advertising integration and equity stakes in two of the three most important AI companies on the planet. First Anthropic. Now $50 billion into OpenAI on top of that. And that OpenAI investment isn't just a financial bet. It ties OpenAI into Amazon's cloud ecosystem, probably permanently. Two of the big three AI labs now run on Amazon infrastructure. Google is the only one that doesn't. The market has spent two years debating who builds the best model. Amazon decided to own the plumbing those models run on and bought equity in the winners while they were at it.
1:25

Chris Camillo just made the most bullish case on $AMZN. Everyone worried when Amazon raised their capex to $200 billion Camillo believes they might make that $200 billion back on their Anthropic investment alone when Anthropic IPOs. What Amazon has done in the last 18 months is remarkable in scope. They didn't try to win the foundation model race against OpenAI and Google directly. They went a completely different direction, positioning themselves as the infrastructure underneath everything that is AI. Trainium chips, cloud buildout, advertising integration and equity stakes in two of the three most important AI companies on the planet. First Anthropic. Now $50 billion into OpenAI on top of that. And that OpenAI investment isn't just a financial bet. It ties OpenAI into Amazon's cloud ecosystem, probably permanently. Two of the big three AI labs now run on Amazon infrastructure. Google is the only one that doesn't. The market has spent two years debating who builds the best model. Amazon decided to own the plumbing those models run on and bought equity in the winners while they were at it.

Milk Road Macro

55,169 görüntüleme • 1 ay önce

When asked about report that Jensen is “not happy” with OpenAI: “That's nonsense. That's complete nonsense. We are going to make a huge investment in OpenAI” - NVIDIA CEO Jensen Huang $NVDA “I really love working with Sam” “We haven’t made the investment in them because they're closing their round. But we will definitely be involved in their next round.” “We will invest a great deal of money. Probably the largest investment we've ever made.”
1:07

When asked about report that Jensen is “not happy” with OpenAI: “That's nonsense. That's complete nonsense. We are going to make a huge investment in OpenAI” - NVIDIA CEO Jensen Huang $NVDA “I really love working with Sam” “We haven’t made the investment in them because they're closing their round. But we will definitely be involved in their next round.” “We will invest a great deal of money. Probably the largest investment we've ever made.”

tae kim

85,627 görüntüleme • 5 ay önce

As President Donald J. Trump has said, there’s more at stake than just the tariff income. The President has used IEEPA to bring in trillions of dollars of overseas investment, and that could all be at risk of being reversed. I am very confident the Supreme Court is going to allow the signature economic policy and not throw a wrench into things. We are bringing in substantial revenue, representing trillions and trillions of dollars in investment. The economy is hot, and one of the reasons is massive overseas investment – and to reiterate, it is the President’s use of IEEPA tariffs which is driving this investment.
0:35

As President Donald J. Trump has said, there’s more at stake than just the tariff income. The President has used IEEPA to bring in trillions of dollars of overseas investment, and that could all be at risk of being reversed. I am very confident the Supreme Court is going to allow the signature economic policy and not throw a wrench into things. We are bringing in substantial revenue, representing trillions and trillions of dollars in investment. The economy is hot, and one of the reasons is massive overseas investment – and to reiterate, it is the President’s use of IEEPA tariffs which is driving this investment.

Treasury Secretary Scott Bessent

366,584 görüntüleme • 6 ay önce

📁 Dario Amodei, CEO of Anthropic, says that in just three years AI went from high school level to writing professional-grade code. He warns that in one or two years we could see a country of geniuses inside a data center. That is why he argues for acting now and adopting a paranoid engineering mindset, where every possible failure is anticipated.
2:36

📁 Dario Amodei, CEO of Anthropic, says that in just three years AI went from high school level to writing professional-grade code. He warns that in one or two years we could see a country of geniuses inside a data center. That is why he argues for acting now and adopting a paranoid engineering mindset, where every possible failure is anticipated.

Jon Hernandez

42,034 görüntüleme • 5 ay önce

Wall Street just pulled off the exact move that turned 2008 from a housing problem into a global collapse. They turned Nvidia graphics cards into bonds, stamped them investment grade, and started selling them into the funds that hold retirement money. Here is what happened while everyone was busy arguing about whether AI stocks were overvalued: The company at the center is CoreWeave, which rents out Nvidia chips to AI companies. To buy those chips, it borrows enormous sums, and the collateral on the loans is the chips themselves. That alone is alarming because a graphics card LOSES most of its value within a few years as the next generation makes it obsolete. You are lending against an asset built to rot. In January, Nvidia invested $2 billion straight into CoreWeave, which then used borrowed money to buy more Nvidia chips. On March 31, CoreWeave closed an $8.5 billion loan backed by its chips, and for the first time the rating agencies stamped that chip-backed debt investment grade, with Moody's assigning it an A3. Debt secured by depreciating graphics cards was rated nearly as SAFE as a blue-chip corporate bond. Then on May 18, CoreWeave closed the first chip-backed facility designed to be publicly syndicated and traded on secondary markets. And that's the part that really matters because it means this debt can now be sliced up, passed around, and bought by anyone, including the bond funds and pension managers who are required to hold "safe" investment-grade paper. On June 11, it announced another $3.5 billion in bonds on top of all of it. Now compare this to what happened in the past: Subprime mortgages in 2007 were not dangerous because some people got loans they couldn't repay... They became a global bomb the moment that debt got rated AAA and sold into the wider financial system, because the rating is what let it bleed into money market funds, pensions, and bank balance sheets that were supposed to be boring and safe. The bad loans were the spark but the packaging and rating were the detonator. And that detonator just got built for AI. Debt backed by graphics cards is now rated investment grade and trades on secondary markets, which means the AI bubble is no longer trapped inside tech stocks you can choose not to own. It has been quietly converted into bonds and routed toward the retirement accounts of people who have never typed a single prompt in their lives. And the whole structure rests on a backlog of customer "commitments" that CoreWeave values at nearly $100 BILLION, backed by a $21 billion Meta deal and a $6 billion Jane Street deal. Those are promises to pay over many years, made by AI companies that are themselves mostly unprofitable and burning cash. If even a few of those customers slow down or walk away, the collateral sitting under all this rated debt is a warehouse of chips losing value by the month. The AI bubble used to be a stock-market story you could opt out of. But as of this spring, that isn't the case anymore. So here's the real question: When the people packaging this debt swear to you that it's safe, who do you think is standing on the other side of that trade?
0:41

Wall Street just pulled off the exact move that turned 2008 from a housing problem into a global collapse. They turned Nvidia graphics cards into bonds, stamped them investment grade, and started selling them into the funds that hold retirement money. Here is what happened while everyone was busy arguing about whether AI stocks were overvalued: The company at the center is CoreWeave, which rents out Nvidia chips to AI companies. To buy those chips, it borrows enormous sums, and the collateral on the loans is the chips themselves. That alone is alarming because a graphics card LOSES most of its value within a few years as the next generation makes it obsolete. You are lending against an asset built to rot. In January, Nvidia invested $2 billion straight into CoreWeave, which then used borrowed money to buy more Nvidia chips. On March 31, CoreWeave closed an $8.5 billion loan backed by its chips, and for the first time the rating agencies stamped that chip-backed debt investment grade, with Moody's assigning it an A3. Debt secured by depreciating graphics cards was rated nearly as SAFE as a blue-chip corporate bond. Then on May 18, CoreWeave closed the first chip-backed facility designed to be publicly syndicated and traded on secondary markets. And that's the part that really matters because it means this debt can now be sliced up, passed around, and bought by anyone, including the bond funds and pension managers who are required to hold "safe" investment-grade paper. On June 11, it announced another $3.5 billion in bonds on top of all of it. Now compare this to what happened in the past: Subprime mortgages in 2007 were not dangerous because some people got loans they couldn't repay... They became a global bomb the moment that debt got rated AAA and sold into the wider financial system, because the rating is what let it bleed into money market funds, pensions, and bank balance sheets that were supposed to be boring and safe. The bad loans were the spark but the packaging and rating were the detonator. And that detonator just got built for AI. Debt backed by graphics cards is now rated investment grade and trades on secondary markets, which means the AI bubble is no longer trapped inside tech stocks you can choose not to own. It has been quietly converted into bonds and routed toward the retirement accounts of people who have never typed a single prompt in their lives. And the whole structure rests on a backlog of customer "commitments" that CoreWeave values at nearly $100 BILLION, backed by a $21 billion Meta deal and a $6 billion Jane Street deal. Those are promises to pay over many years, made by AI companies that are themselves mostly unprofitable and burning cash. If even a few of those customers slow down or walk away, the collateral sitting under all this rated debt is a warehouse of chips losing value by the month. The AI bubble used to be a stock-market story you could opt out of. But as of this spring, that isn't the case anymore. So here's the real question: When the people packaging this debt swear to you that it's safe, who do you think is standing on the other side of that trade?

Ricardo

211,268 görüntüleme • 1 ay önce

"A lot of public risk, a lot of public expense as well." "I think it's notable that Canada is one of, I believe, perhaps the only oil producing country that has carbon capture utilization and storage as a prerequisite to development." "I think it's also okay to be asking how much it's actually going to cost and whether or not we're actually doing the things, David, we need to do to fix the foundation of investment and private sector investment." Kate Harrison
1:24

"A lot of public risk, a lot of public expense as well." "I think it's notable that Canada is one of, I believe, perhaps the only oil producing country that has carbon capture utilization and storage as a prerequisite to development." "I think it's also okay to be asking how much it's actually going to cost and whether or not we're actually doing the things, David, we need to do to fix the foundation of investment and private sector investment." Kate Harrison

cbcwatcher

27,883 görüntüleme • 11 gün önce

Gavin's takes on Microsoft, Google, Meta, & Amazon: Microsoft ($MSFT): "I like Satya, I admire him. He's an exceptional CEO, and I give him a lot of credit for the decisions he's made. But he did go from, "We're going to make Google dance," to being the product manager of Copilot in 3 years. The decision Satya is making now, which the market has punished him for, but I think is the right decision — who knows how fast Azure could be growing if they were willing to just sell GPUs to OpenAI. 'We're going to use our compute internally to make our own products better.' One reason Copilot was so bad, or has been so bad, is that there wasn't enough compute available. They're fixing that. He's making good decisions that are risky decisions, to position Microsoft for this world where frontier models are no longer API-accessible. It's a really courageous decision that I give him a lot of credit for. Microsoft probably would be an $800 stock today if they were using their GPUs to serve solely OpenAI and Anthropic's capacity instead of using them for their own products." Google ($GOOG): "Google was incredible last year because they had that TPU advantage, which is now gone. The reason I think they're still in a great position is they have the most compute of everyone. We talked about the value of installed bases being higher as a result of shortages — they have the biggest installed base of compute. Google I/O is this week. If they don't release something that even slightly leapfrogs OpenAI and/or Claude, that's interesting. It's not a disaster for Google, it's just interesting. Between the amount of data they have, the YouTube data, the amount of compute, the search business — Google's never not going to be in a good position. You see that with GCP going crazy." Meta ($META): "You've got to give Zuckerberg immense credit, for what he's done in terms of making Meta an AI-first company internally. He is the only one of those true internet giants to have done that. I give him a lot of credit for paying up when he did for contracts, that talent. And Muse was a really big upside surprise. It was the first model from MSL, and it's not on the Pareto frontier with xAI, Google's one entrant, OpenAI and Claude, but it's pretty close. That was very impressive to me. So Meta is in a better position — still not as strong of an absolute position as Google, but a better position." Amazon ($AMZN): "Amazon is in a really strong position because of Trainium. You're going to see real P&L efficiencies from robotics over the next 18 months in their retail business. I actually think Nova — their internal models are not where Muse is, but they're better than they get credit for. The two companies who are the most deeply engaged with startups are Amazon and Nvidia by a mile. It's going to end up being a pretty big advantage for Nvidia and Amazon — with Google right behind them — to have this engagement that you just don't see from these other hyperscalers."
1:55

Gavin's takes on Microsoft, Google, Meta, & Amazon: Microsoft ($MSFT): "I like Satya, I admire him. He's an exceptional CEO, and I give him a lot of credit for the decisions he's made. But he did go from, "We're going to make Google dance," to being the product manager of Copilot in 3 years. The decision Satya is making now, which the market has punished him for, but I think is the right decision — who knows how fast Azure could be growing if they were willing to just sell GPUs to OpenAI. 'We're going to use our compute internally to make our own products better.' One reason Copilot was so bad, or has been so bad, is that there wasn't enough compute available. They're fixing that. He's making good decisions that are risky decisions, to position Microsoft for this world where frontier models are no longer API-accessible. It's a really courageous decision that I give him a lot of credit for. Microsoft probably would be an $800 stock today if they were using their GPUs to serve solely OpenAI and Anthropic's capacity instead of using them for their own products." Google ($GOOG): "Google was incredible last year because they had that TPU advantage, which is now gone. The reason I think they're still in a great position is they have the most compute of everyone. We talked about the value of installed bases being higher as a result of shortages — they have the biggest installed base of compute. Google I/O is this week. If they don't release something that even slightly leapfrogs OpenAI and/or Claude, that's interesting. It's not a disaster for Google, it's just interesting. Between the amount of data they have, the YouTube data, the amount of compute, the search business — Google's never not going to be in a good position. You see that with GCP going crazy." Meta ($META): "You've got to give Zuckerberg immense credit, for what he's done in terms of making Meta an AI-first company internally. He is the only one of those true internet giants to have done that. I give him a lot of credit for paying up when he did for contracts, that talent. And Muse was a really big upside surprise. It was the first model from MSL, and it's not on the Pareto frontier with xAI, Google's one entrant, OpenAI and Claude, but it's pretty close. That was very impressive to me. So Meta is in a better position — still not as strong of an absolute position as Google, but a better position." Amazon ($AMZN): "Amazon is in a really strong position because of Trainium. You're going to see real P&L efficiencies from robotics over the next 18 months in their retail business. I actually think Nova — their internal models are not where Muse is, but they're better than they get credit for. The two companies who are the most deeply engaged with startups are Amazon and Nvidia by a mile. It's going to end up being a pretty big advantage for Nvidia and Amazon — with Google right behind them — to have this engagement that you just don't see from these other hyperscalers."

Invest Like the Best

52,492 görüntüleme • 2 ay önce

🚨 JUST IN: Sec. Markwayne Mullin announces DHS will be investigating EARLY VOTING in the 2026 midterms to catch illegal votes GOOD! Do NOT hold anything back. "We will be proactively looking at early voting." "And then after post election, we will continue to scrub all those that did vote. Those states that don't participate with us, they have public records of those that voted, which is where we found the 250,000 from the four states that don't participate with us — we will go through those records one by one and we will pursue everybody!"
2:03

🚨 JUST IN: Sec. Markwayne Mullin announces DHS will be investigating EARLY VOTING in the 2026 midterms to catch illegal votes GOOD! Do NOT hold anything back. "We will be proactively looking at early voting." "And then after post election, we will continue to scrub all those that did vote. Those states that don't participate with us, they have public records of those that voted, which is where we found the 250,000 from the four states that don't participate with us — we will go through those records one by one and we will pursue everybody!"

Eric Daugherty

67,097 görüntüleme • 8 gün önce

BREAKING: TOM LEE JUST GAVE A MASSIVE WARNING: WE'RE GOING TO SEE AN ABRUPT CHANGE IN MARKET CONDITIONS LATER THIS YEAR THAT FEELS LIKE A BEAR MARKET “THERE IS GOING TO BE AN ABRUPT CHANGE OF MARKET CONDITIONS, ONE THAT FEELS VERY MUCH LIKE A BEAR MARKET” SPACEX ANTHROPIC AND OPENAI IPOS WILL UNLOCK MASSIVE SELLING PRESSURE LATER THIS YEAR “THE IPO OF SPACEX… THAT’S GOING TO UNLOCK LATER THIS YEAR IN PHASES ALONG WITH THE IPO OF ANTHROPIC AND OPENAI”
2:04

BREAKING: TOM LEE JUST GAVE A MASSIVE WARNING: WE'RE GOING TO SEE AN ABRUPT CHANGE IN MARKET CONDITIONS LATER THIS YEAR THAT FEELS LIKE A BEAR MARKET “THERE IS GOING TO BE AN ABRUPT CHANGE OF MARKET CONDITIONS, ONE THAT FEELS VERY MUCH LIKE A BEAR MARKET” SPACEX ANTHROPIC AND OPENAI IPOS WILL UNLOCK MASSIVE SELLING PRESSURE LATER THIS YEAR “THE IPO OF SPACEX… THAT’S GOING TO UNLOCK LATER THIS YEAR IN PHASES ALONG WITH THE IPO OF ANTHROPIC AND OPENAI”

Vivek Sen

416,117 görüntüleme • 1 ay önce

Adam Waterous Executive Chairman of Strathcona Resources "Industry has a different view that they have not seen evidence that actually buyers will pay a premium for decarbonization carbonized oil." "...There's another party which is basically the investment community, and that they're going to be very conscious of what their investment alternatives." "And right now, the investment alternatives for many of them look better in the United States."
6:29

Adam Waterous Executive Chairman of Strathcona Resources "Industry has a different view that they have not seen evidence that actually buyers will pay a premium for decarbonization carbonized oil." "...There's another party which is basically the investment community, and that they're going to be very conscious of what their investment alternatives." "And right now, the investment alternatives for many of them look better in the United States."

cbcwatcher

157,540 görüntüleme • 2 ay önce

Trump on eliminating the Filibuster… He might just be giving you the playbook on how the rest of this plan gets rolled out… “I am totally in favor of terminating the filibuster, and we would be back to work within 10 minutes after that vote took place, and lots of other good things would happen. Here's some of the things that we'd pass if we terminated the filibuster, voter ID, no mail in, voting, no cash bail, no men and women's sports, no welfare for illegals. You could go on and on. This is two pages of things would do if you did that without it. I don't know that you passed anything, because you can't deal with them. But if we do it. We will never lose the midterms, and we will never lose the general election, because we will have produced so many different things for our people, for the people, for the country, that it would be impossible to lose an election. ….. if the filibuster is terminated, we will have the most productive three years in the history of our country. If the filibuster is not terminated, then we will be in a slog with the Democrats, and very little for either party will be done. So it's a good thing.”
1:39

Trump on eliminating the Filibuster… He might just be giving you the playbook on how the rest of this plan gets rolled out… “I am totally in favor of terminating the filibuster, and we would be back to work within 10 minutes after that vote took place, and lots of other good things would happen. Here's some of the things that we'd pass if we terminated the filibuster, voter ID, no mail in, voting, no cash bail, no men and women's sports, no welfare for illegals. You could go on and on. This is two pages of things would do if you did that without it. I don't know that you passed anything, because you can't deal with them. But if we do it. We will never lose the midterms, and we will never lose the general election, because we will have produced so many different things for our people, for the people, for the country, that it would be impossible to lose an election. ….. if the filibuster is terminated, we will have the most productive three years in the history of our country. If the filibuster is not terminated, then we will be in a slog with the Democrats, and very little for either party will be done. So it's a good thing.”

NewsTreason Channel 17

59,548 görüntüleme • 8 ay önce

Britain produces 1% of global carbon emissions. Reducing that to zero would destroy their economy. “the promise of net zero was, well, it doesn't matter that it's 1% because Britain is a global leader. We will inspire the world if we destroy our industry and hand it over to China, who's going to make the same things that we still need but dirtier. And then we ship them back here on ships that use the dirtiest fuel imaginable.” “If we do that, the Chinese will be inspired to commit industrial suicide as well. The Chinese, clearly not as stupid as our leaders, so they haven't committed industrial suicide.” “We have the highest industrial electricity prices in the developed world. That means we basically cannot make anything in this country anymore. And we will not be able to make anything in this country anymore until we let go of this ridiculous idea that we will inspire other people to jump off a cliff like Lemmings because we did.” “And James talks about we need a strong economy and we need net zero. Those two things are incompatible. You can't have both.” Credit Konstantin Kisin
2:15

Britain produces 1% of global carbon emissions. Reducing that to zero would destroy their economy. “the promise of net zero was, well, it doesn't matter that it's 1% because Britain is a global leader. We will inspire the world if we destroy our industry and hand it over to China, who's going to make the same things that we still need but dirtier. And then we ship them back here on ships that use the dirtiest fuel imaginable.” “If we do that, the Chinese will be inspired to commit industrial suicide as well. The Chinese, clearly not as stupid as our leaders, so they haven't committed industrial suicide.” “We have the highest industrial electricity prices in the developed world. That means we basically cannot make anything in this country anymore. And we will not be able to make anything in this country anymore until we let go of this ridiculous idea that we will inspire other people to jump off a cliff like Lemmings because we did.” “And James talks about we need a strong economy and we need net zero. Those two things are incompatible. You can't have both.” Credit Konstantin Kisin

Wall Street Mav

34,887 görüntüleme • 5 ay önce

To me this is the most significant pivot I've seen from Saylor yet👇 What happened to $21M per BTC in 21 years? "To go from $100,000 right now where we are, to a million dollars a coin, we need capital. And that means credit. And we either need digital credit that companies like Strategy and Strive create, or you need bank credit,which gets created by Morgan Stanley and Citigroup and JP Morgan. If they don't enter the market, then Bitcoin stagnates amongst the fundamentalist.And if it stagnates, at best, it becomes 0.1% of the world's capital structure."
8:10

To me this is the most significant pivot I've seen from Saylor yet👇 What happened to $21M per BTC in 21 years? "To go from $100,000 right now where we are, to a million dollars a coin, we need capital. And that means credit. And we either need digital credit that companies like Strategy and Strive create, or you need bank credit,which gets created by Morgan Stanley and Citigroup and JP Morgan. If they don't enter the market, then Bitcoin stagnates amongst the fundamentalist.And if it stagnates, at best, it becomes 0.1% of the world's capital structure."

The ₿itcoin Artist

174,176 görüntüleme • 1 ay önce

Our Credit Score system in America is a scam This woman has hundreds of thousands of dollars in student debt. She makes payments and managed to pay one of the loans off Her credit score dropped because she paid off one of the loans “I’ll you guys something that just continues to unmotivate me to not pay these off, and it shows you how backwards the system is. My credit score went down a point because I paid off one of my loans. Why, why would I pay off my loans when you're penalized when you do pay it off” Your credit score can actually drop by 20-50+ points because you pay off a loan depending on the size of the account This is absolutely a scam The reason for this is, is because the credit score system is a statistical model that takes in a bunch of things. When you pay off a loan it drops the active installment loan metric, so your score drops It eventually corrects after months but it’s still a scam
1:32

Our Credit Score system in America is a scam This woman has hundreds of thousands of dollars in student debt. She makes payments and managed to pay one of the loans off Her credit score dropped because she paid off one of the loans “I’ll you guys something that just continues to unmotivate me to not pay these off, and it shows you how backwards the system is. My credit score went down a point because I paid off one of my loans. Why, why would I pay off my loans when you're penalized when you do pay it off” Your credit score can actually drop by 20-50+ points because you pay off a loan depending on the size of the account This is absolutely a scam The reason for this is, is because the credit score system is a statistical model that takes in a bunch of things. When you pay off a loan it drops the active installment loan metric, so your score drops It eventually corrects after months but it’s still a scam

Wall Street Apes

83,190 görüntüleme • 13 gün önce

Mark Carney confirms that industrial carbon tax isn't going anywhere and that it will be a major strategy of his gov: "In the future we will strengthen tax credits to spur more investment in clean energy...we will be keeping the industrial carbon tax and we need to improve operations of these markets...there will be a competitiveness strategy and policy in carbon taxation at the same time a major strategy." New lipstick on the pig is coming which will result in more red tape for business investment & operations just like he admitted the EV mandate is causing.
0:59

Mark Carney confirms that industrial carbon tax isn't going anywhere and that it will be a major strategy of his gov: "In the future we will strengthen tax credits to spur more investment in clean energy...we will be keeping the industrial carbon tax and we need to improve operations of these markets...there will be a competitiveness strategy and policy in carbon taxation at the same time a major strategy." New lipstick on the pig is coming which will result in more red tape for business investment & operations just like he admitted the EV mandate is causing.

Kirk Lubimov

200,084 görüntüleme • 10 ay önce

Requiring skin in the game, why shared investment builds trust and filters quality | Markus explains "But I would prefer to see some skin in the game. So, like, if there is a 1,000,000 investment or a project that demands 1,000,000, then we shouldn't give them 1,000,000, but something like 700,000 and 300,000 needs to come from the project owner itself. So, skin in the game. That gives me the trust that he really believes in his project. This is, in my opinion, one of the strongest free filters and selections, so you don't end up with 1,000 proposals, maybe just 50." 🧵 #CardanoShorts
1:04

Requiring skin in the game, why shared investment builds trust and filters quality | Markus explains "But I would prefer to see some skin in the game. So, like, if there is a 1,000,000 investment or a project that demands 1,000,000, then we shouldn't give them 1,000,000, but something like 700,000 and 300,000 needs to come from the project owner itself. So, skin in the game. That gives me the trust that he really believes in his project. This is, in my opinion, one of the strongest free filters and selections, so you don't end up with 1,000 proposals, maybe just 50." 🧵 #CardanoShorts

Cardano Community

13,431 görüntüleme • 11 ay önce

Smith "And I've also equally said to the Prime Minister as well as publicly that if we have to get taxpayer dollars at the federal level to fund yet another pipeline, then that is a failure of the process." "What we're trying to do is get an investment climate where private sector partners will want to come forward." "And I think if we have a commitment from the federal government on the two year time frame, a pathway to yes and a genuine commitment to get there in conjunction with the Pathways project, I feel confident that either one proponent or a consortium would come forward." Danielle Smith
4:38

Smith "And I've also equally said to the Prime Minister as well as publicly that if we have to get taxpayer dollars at the federal level to fund yet another pipeline, then that is a failure of the process." "What we're trying to do is get an investment climate where private sector partners will want to come forward." "And I think if we have a commitment from the federal government on the two year time frame, a pathway to yes and a genuine commitment to get there in conjunction with the Pathways project, I feel confident that either one proponent or a consortium would come forward." Danielle Smith

cbcwatcher

30,683 görüntüleme • 1 yıl önce

The energy sector has been getting a boost from AI, with an extra 94 gigawatts forecast to be needed by 2030 to power all these data centers. But one long-time utilities analyst is calling out the boom as an infrastructure overbuild. Andy DeVries, head of investment grade credit and head of utilities and power at CreditSights, tells Joe Weisenthal and Tracy Alloway the math behind his analysis
1:34

The energy sector has been getting a boost from AI, with an extra 94 gigawatts forecast to be needed by 2030 to power all these data centers. But one long-time utilities analyst is calling out the boom as an infrastructure overbuild. Andy DeVries, head of investment grade credit and head of utilities and power at CreditSights, tells Joe Weisenthal and Tracy Alloway the math behind his analysis

Bloomberg

23,498 görüntüleme • 5 ay önce

The energy sector has been getting a boost from AI, with an extra 94 gigawatts forecast to be needed by 2030 to power all these data centers. But one long-time utilities analyst is calling out the boom as an infrastructure overbuild. Andy DeVries, head of investment grade credit and head of utilities and power at CreditSights, tells Joe Weisenthal and Tracy Alloway the math behind his analysis
1:34

The energy sector has been getting a boost from AI, with an extra 94 gigawatts forecast to be needed by 2030 to power all these data centers. But one long-time utilities analyst is calling out the boom as an infrastructure overbuild. Andy DeVries, head of investment grade credit and head of utilities and power at CreditSights, tells Joe Weisenthal and Tracy Alloway the math behind his analysis

Bloomberg

14,626 görüntüleme • 5 ay önce