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Strategies & Market Trends : The Art of Investing
PICK 49.91+1.0%Dec 19 4:00 PM EST
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DinoNavarre
To: DinoNavarre who wrote (10579)11/13/2025 9:11:55 PM
From: Sun Tzu1 Recommendation   of 10709
 
Interesting. I actually said to Andy Constan what that Bloomberg article says (only more succinctly).

Several days ago OpenAI CFO said that she had asked the government to backstop OpenAI. A lot of people took it to mean that OpenAI was asking for government investments and was burning more cash than had let on and so on. It made enough of a storm that she backpaddled and said "backstopping" was the wrong word, she was just saying that private enterprise should do its part and government should do theirs...everyone plays the role they always have because AI is strategic to the US (against China).

But i never took it as OpenAI wanted money. I understood it that she is being proactive and wants government to backstop private equity AI loans.

Andy may not have seen my answer because he is pulling back from twitter and going the substack route. But amongst his blurbs today was that he is sensing government officials are panicking and he can't figure out what they are panicking about because the treasury and regular financial plumbing all look ok to him (and he knows what he is talking about in that department).

But you know what is opaque and he cannot see? AI private equity.

PS Tech bonds are getting hit hard. Specifically tech bonds to build AI datacenters and Stargate project. Andy charted the recently issued Oracle bonds for their AI project. It was horrible.
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