@khalildeug729:

Khalil Kholou amina ❤️💍

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Saturday 08 August 2026 20:44:24 GMT

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amady cissé :

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2026-09-14 00:58:15

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Ail :

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2026-08-11 18:18:23

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2026-09-07 19:35:49

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2026-08-13 10:51:18

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2026-08-23 00:09:47

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Talla Thiam____@ :

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2026-08-13 21:20:48

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Kaw borom Darou🚩🏴👌🏽 :

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2026-08-22 17:24:26

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2026-08-13 00:02:56

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user5340115380021 :

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2026-08-15 23:39:28

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2026-08-10 16:21:35

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Ali bou ada fass salle ❤️❤️❤️ :

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2026-08-11 13:54:35

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Japan :

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2026-08-09 20:39:28

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Pa ngom :

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2026-08-09 19:53:50

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Sylla habillement 🧢👖👕🥾🛍️ :

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2026-08-08 20:58:10

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xoulou boy bii♡ :

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2026-08-08 21:52:30

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alalou khalil :

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2026-08-08 20:50:25

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2026-08-08 21:06:58

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Babacar .KTM :

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2026-08-09 20:42:27

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Other Videos

A few things I couldn’t fit into 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 (the group 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). 3. What suprised me was the fact that while these contracts are secure enough to raise all this debt, if you look at the balance sheet of an Anthropic, the “take or pay” agreement to buy the compute does not show up as a liability, rather it is just shown as a footnote!! None of this is against accounting rules or illegal, it’s just surprising. Regardless, make sure you are following for part two where we go even deeper into circular financing.

A few things I couldn’t fit into 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 (the group 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). 3. What suprised me was the fact that while these contracts are secure enough to raise all this debt, if you look at the balance sheet of an Anthropic, the “take or pay” agreement to buy the compute does not show up as a liability, rather it is just shown as a footnote!! None of this is against accounting rules or illegal, it’s just surprising. Regardless, make sure you are following for part two where we go even deeper into circular financing.

#debloquesmesvues #1millionaudition jeton ça là monvieeee yer peu pas laisser 😭😭🤣🤣

#debloquesmesvues #1millionaudition jeton ça là monvieeee yer peu pas laisser 😭😭🤣🤣

Devil Eyes - Hippie Sabotage #music #devileyes #hippiesabotage #letrasdecanciones #lyrics_songs #usa🇺🇸 #letrasdecanciones🎧🎶 #lyrics

Devil Eyes - Hippie Sabotage #music #devileyes #hippiesabotage #letrasdecanciones #lyrics_songs #usa🇺🇸 #letrasdecanciones🎧🎶 #lyrics

أخر من يشارك بذا الترند 🤘🏻#birandamlayilmaz #fyp

أخر من يشارك بذا الترند 🤘🏻#birandamlayilmaz #fyp

$Óptica geométrica#índice de refracción#Visibilidad$
Óptica geométrica#índice de refracción#Visibilidad

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