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@tonhorm___m.00:

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Friday 22 August 2025 17:13:53 GMT
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samruay.wingdet
Samruay Wingdet :
ได้เอวแบบนี้ใจขาดเลยครับ[อบอุ่นใจ][อบอุ่นใจ][อบอุ่นใจ]
2026-10-03 23:35:02
0
user3974227825147
ประเสริฐ :
สวยครับ🥰🥰🥰🥰
2025-10-21 08:51:32
0
user8728356638155
เฉลิม เฉลิมวงค์ :
@เต้นน่ารัก
2025-09-19 12:35:05
0
user8731866566185
เค. นิกร :
คลิกนี้ดังเลย
2025-09-08 12:44:14
1
babu.hochen
Babu Hochen :
🥰🥰🥰
2025-10-12 14:19:39
0
user9110872614981
เจเอส :
😳😳😳😳
2025-10-23 23:58:26
0
ussrok4079
🪻🌀÷แมนนะนาย.®🗽🐦‍🔥 :
🥰🥰🥰🥰
2025-08-30 14:42:44
1
user9nlasmvavd
ต๊ะแก่เอง :
🤪🤪😅😅😅😂😂
2025-09-06 11:36:55
0
lek_869
ลุงเล็ก ดวงเต็มใจ :
😍😍😍
2025-09-09 08:53:39
0
kiwjanwong6
kiw :
🥰🥰🥰🥰🥰🥰🥰🥰
2025-09-08 16:41:34
0
chalermpolpanyara
boy :
ยั่วดีจิงๆๆทั้งคืนแน่แบบนี้🤣🤣
2025-09-08 10:41:54
0
.6737319
ฟอร์ดบาร์ซิว🇧🇷💯 :
😄😄😄
2025-09-08 07:30:12
0
eed40xqb1cx5r
คุณ ลุงอี๊ด :
❤
2025-09-08 06:20:39
0
30594624449
Anucha😊😊 :
💝💘💘💘💘💝
2025-09-07 17:56:40
0
user84871296183768
user84871296183768 :
😄
2025-09-07 14:08:14
0
ah.huat454
Ah Huat. single :
😉😉😉
2025-09-07 11:36:58
0
shah29303
Shah... :
🤩🤩🤩
2025-09-09 13:35:37
0
user8693692793856
ສວຍ ຄົນເດີມ :
🥰🥰🥰
2025-09-06 07:47:47
0
david1008_7
paling sabar :
❤️
2025-09-06 05:49:17
0
udayasoorian1964
Udayasoorian1964 :
😳😳😳😳😳😳😳😳😳😳😳😳😳😳
2025-09-06 01:57:12
0
dy3mu6y2qrhz
บาส :
🥰🥰🥰
2025-09-05 14:40:19
0
dyt6oue1k7y4
นก คราบ345 :
☺️☺️
2025-09-05 13:23:14
0
user8681557082522
อู่ ช่างวุฒิ :
🥰🥰🥰
2025-09-05 12:44:28
0
user27926062229480
เจึ๊ยบเว้ยเฮ้ย :
❤
2025-09-05 08:17:07
0
yo228475
yo :
🥰🥰🥰🥰🥰🥰🥰🥰🥰
2025-09-05 07:19:12
0
tum.hk1haqitr
tum9999 :
สุดๆจริงๆสาวใต้😁
2025-09-05 05:14:09
0
md.zohir.hossen7878
👀꧁☆🥷🏻❀.𝑍OHlR.❀✍☆꧂👀 :
🙈🙈🙈🙈
2025-09-05 01:16:18
0
user16915036001257
เม่น ดอนกระเบื้อง :
เต้นในชุดทำงานน่ารักกว่าครับ
2025-09-17 06:49:21
0
teraphat_2543
เอ๊ะมด' แง่ะหน่ะ :
♥️♥️♥
2025-09-22 11:09:28
0
sohelrara8
Sohel Rana :
🥰🥰🥰🥰🥰🥰🥰🥰🥰🥰🥰🥰🥰❤️❤️❤
2025-09-21 15:59:37
0
suksan2503
สุขสันติ์ บริเพ็ชร์ :
อ่ะ
2025-09-20 13:09:53
0
user9750372421072
user9750372421072 :
❤❤❤❤❤
2025-09-19 14:38:17
0
usernvru4acaml
usernvru4acaml :
😊😊👍👍👏👏
2025-09-04 12:49:50
0
user438348672810
@∆∆เด็กกาญนะจ๊ะ∆∆ :
🥰🥰🥰
2025-09-17 05:43:47
0
dy7tzm78ug6v
นกล219 :
❤️❤️❤
2025-09-16 13:35:21
0
san.lin003
San Lin :
🥰🥰🥰
2025-09-16 00:34:30
0
victoi.kanan
Victoi Kanan :
🥰🥰🥰
2025-09-14 15:59:55
0
dytpl1hy4ldo
dytpl1hy4ldo :
สวยคับ
2025-09-14 00:32:55
0
user1512779271245
ดำสมชัย :
🥰🥰🥰🥰🥰🥰🥰🥰🥰
2025-09-12 14:46:37
0
user514674075085
Sod hyundai :
สวยงามครับน้อง
2025-09-12 12:48:19
0
chainoilongalam
ทัยน้อย เหลืองอร่าม :
🥰🥰🥰
2025-09-10 14:14:33
0
user7399027595679
user7399027595679 :
🥰🥰🥰
2025-08-24 14:02:04
0
japan4639
❤❤❤ Japan ❤❤❤ :
วาสนาใครน่ะ🥰🥰🥰
2025-09-01 03:47:19
0
user42114554
ป๋อ :
สุด
2025-08-31 23:52:54
0
chaichatkongoy2
แผงทุเรียน J&N :
🥰🥰🥰
2025-08-31 11:55:23
0
thon_thon404
เสี่ยทอน บางเปรี้ยว :
😊😊😊
2025-08-31 07:36:43
0
user9721559037375
วีระชัย แสงสว่าง :
🥰
2025-08-30 22:49:07
0
user251990643
คนหลังเขา สุทัศน์ หอ :
😁😁😁
2025-08-30 08:17:56
0
user2412253339318
แนนไง แล้วไง :
น่ารัก
2025-08-29 10:51:31
0
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In case you missed it, there’s been turmoil in AI stocks, sparked by concern over Coreweave’s debt. Here’s exactly what you need to know about the neoclouds. A few things I couldn’t fit in the video: 1. The advance rate, meaning how much neoclouds can borrow relative to the amount of money they need to spend on Capex (to buy chips and equipment) can get QUITE high, in some cases 90-95%+ depending on the credit of the “off-taker”, so from Meta for example. 2. Asset backed financing and project financing (one of the groups I worked in at Morgan Stanley) isn’t new. What is unique about these GPU backed financings are the much shorter contract length; in the power world you often see power purchase agreements of 15-20 years and assets that have a much longer useful life (think a gas turbine). In a power deal, the debt is shorter than the PPA, and the PPA is shorter than the asset’s life, which leaves a long tail. Here the loan, the contract, and the asset useful life are much closer in length, so there is a shorter tail behind the debt. Now in fairness to the neoclouds, after the off-taker's contracts end the same GPUs can be rented on an hourly basis at higher rates (at least right now) because demand for compute is so high. While Coreweave does have other types of debt, this structure accounts for over half and funded much of its massive growth over the past few years. They also have a decent amount of convertible debt, which is typically utilized by higher risk companies. 3. And finally what surprised me was the fact that on the other side, so if you look at an Anthropic’s balance sheet, “take or pay” agreements to buy the compute do not show up as a liability on the balance sheet, rather just shown as a footnote!! While this is consistent with accounting rules, it’s surprising.
In case you missed it, there’s been turmoil in AI stocks, sparked by concern over Coreweave’s debt. Here’s exactly what you need to know about the neoclouds. A few things I couldn’t fit in the video: 1. The advance rate, meaning how much neoclouds can borrow relative to the amount of money they need to spend on Capex (to buy chips and equipment) can get QUITE high, in some cases 90-95%+ depending on the credit of the “off-taker”, so from Meta for example. 2. Asset backed financing and project financing (one of the groups I worked in at Morgan Stanley) isn’t new. What is unique about these GPU backed financings are the much shorter contract length; in the power world you often see power purchase agreements of 15-20 years and assets that have a much longer useful life (think a gas turbine). In a power deal, the debt is shorter than the PPA, and the PPA is shorter than the asset’s life, which leaves a long tail. Here the loan, the contract, and the asset useful life are much closer in length, so there is a shorter tail behind the debt. Now in fairness to the neoclouds, after the off-taker's contracts end the same GPUs can be rented on an hourly basis at higher rates (at least right now) because demand for compute is so high. While Coreweave does have other types of debt, this structure accounts for over half and funded much of its massive growth over the past few years. They also have a decent amount of convertible debt, which is typically utilized by higher risk companies. 3. And finally what surprised me was the fact that on the other side, so if you look at an Anthropic’s balance sheet, “take or pay” agreements to buy the compute do not show up as a liability on the balance sheet, rather just shown as a footnote!! While this is consistent with accounting rules, it’s surprising.
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