“If you can get the right product, we actually wind up getting paid to take off risk, because they get a better financing rate from the banks.”
Money Stuff: The Podcast · Jeremy Maletz
Play from 58:31
58:31
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What was described
Suggested taking large (hundreds of millions) prediction-market trades to off-load risk, enabling cheaper financing for data-center projects
hundreds of millions of dollars
Said nearby on the same subject
“Hanson wrote up the academic case for prediction markets generally, invented policy prediction markets, pointed out prediction markets' potential uses in science and governance and corporate governance and pushed for early prediction markets to get started.”
“We like that trade… good portfolio hygiene to think about the concentration risk… rotating, taking some chips off the table… buying into some of the names…”
“We're actually able to take advantage of large inference deployments where people are serving tens of thousands, hundreds of thousands of users, and then use that production data to go and improve the models”