@moonlitwindss: 🫣 #wherewindsmeet #wwm where winds meet edits wwm game edits uncle jiang wuxia game jin zhongyuan uncle jiang

moonlitwinds

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Region: PL

Sunday 30 August 2026 15:57:57 GMT

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artholic :

Where is uncle jiang when he is in red?? Can’t seem to get an answer to anywhere

2026-09-07 21:40:58

2

Mohsin here :

lowkey unc is better looking then jin

2026-10-10 17:14:06

3

Mur :

I'm afraid none of them are safe from me

2026-08-30 18:19:23

31

张华云 :

BOTH

2026-10-10 21:44:00

0

whippersnapper :

I can’t express how much I love this man

2026-08-31 16:55:53

4

Aaron Aleksandrovich :

I am a Zhao Guangyi, Imperial Palace, Zhao Kuangyin, Kaifeng boy...

2026-09-03 16:54:41

4

Zoe Gojo :

I just want to know if my Aunt Jiang was in love with my Aunt Han, so he can be mine.

2026-08-30 23:33:46

4

Yinxi :

2026-09-02 05:45:44

1

To see more videos from user @moonlitwindss, please go to the Tikwm homepage.

Other Videos

#вербаонлайн #сервер05

#вербаонлайн #сервер05

肌荒れずっと悩んでたって話 #マルチビタミンCブースター #美容 #美白ケア #ビタミンC #肌質改善

肌荒れずっと悩んでたって話 #マルチビタミンCブースター #美容 #美白ケア #ビタミンC #肌質改善

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 😭😭🤣🤣

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