“A Fed balance sheet at $6 trillion is more responsible than a $20 trillion balance sheet”
BK
Brij Khurana
Alpha Exchange ·
“Can immediately sell that cluster to somebody else. So it doesn't hit your balance sheet.”
Latent Space: The AI Engineer Podcast · The Programmable Data Center - Evan Conrad, SF Compute
Play from 36:23
36:23
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What was described
sell a compute cluster immediately to a buyer so it never appears on the company's balance sheet
Said nearby on the same subject
“I think a lot of people view the QE ... as primarily working through the balance sheet ... but ... yields would rise ... investors sell bonds because they're not as excited”
BK
Brij Khurana
Alpha Exchange ·
“You can rent a cluster and someone else can take over that cluster, that's the whole point of the fungibility and financeability of compute”
♫
Said on Monetary Matters with Jack Farley
“Slide number 58, by the way, of 140, a slide training program, eight hours of selling without appearing to sell.”
CN
Clarence Napier
Insurance Broker and Consultant Supporting Business Owners ·
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