

Inside Nvidia’s $500B AI Financing Loop
Ed Elson is joined by Jay Goldberg to break down why Nvidia is partnering with Wall Street on a $500 billion AI financing package. Then, Tim Farrar returns to the show to unpack earnings from AST SpaceMobile and Rocket Lab, and how SpaceX’s IPO impacted the space industry. Finally, Ed shares his thoughts on the fraud…

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What people are saying
“Um ANY form of compute hardware is a DEPRECIATING asset. Full stop. They are no more an "investment" than a car is. WTF are we doing here people?”
“I can't wait for AI to leave the news cycle”
“10 plus year loans on 5 year depreciating assets. What could possibly go wrong.”
“If this channel can cut AI pump-and-dump crowd on the show and continue to hold the tech bros accountable, it could become as credible as the FT, and a real force to be reckoned with. The goal should be to make Wall Street uncomfortable whe…”
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