Post
Jesse Felder
jessefelder.com
did:plc:lzcoujf7r7lgjvx2yrmpvxlc
“This opacity of all these SPVs is somewhat reminiscent of the subprime mortgage crisis… the combination of uncertain demand, rapid technological change, execution bottlenecks, and high leverage creates meaningful downside risk if expectations are revised.“ https://www.reuters.com/business/finance/financing-historic-ai-buildout-raises-systemic-risks-us-researcher-says-2026-09-24/
2026-09-24T17:42:12.659Z