𝐀𝐧𝐭𝐡𝐫𝐨𝐩𝐢𝐜 𝐭𝐮𝐫𝐧𝐞𝐝 𝐬𝐥𝐢𝐠𝐡𝐭𝐥𝐲 𝐩𝐫𝐨𝐟𝐢𝐭𝐚𝐛𝐥𝐞, 𝐚𝐧𝐝 𝐢𝐭𝐬 𝐛𝐚𝐧𝐤𝐞𝐫𝐬 𝐠𝐨𝐭 𝐦𝐨𝐫𝐞 𝐧𝐞𝐫𝐯𝐨𝐮𝐬, 𝐧𝐨𝐭 𝐥𝐞𝐬𝐬. 𝐓𝐡𝐞 𝐈𝐏𝐎 𝐬𝐥𝐢𝐩𝐩𝐞𝐝 𝐭𝐨 𝐍𝐨𝐯𝐞𝐦𝐛𝐞𝐫. 😳
A former Nasdaq executive said the listing went from a no brainer to not a no brainer. When a business improves and the appetite shrinks, the market has stopped pricing the company and started pricing the thing underneath it.
This week on 𝐓𝐡𝐞 𝐀𝐈 𝐁𝐫𝐞𝐚𝐤𝐝𝐨𝐰𝐧:
𝐓𝐡𝐞 $𝟐𝟎 𝐄𝐦𝐩𝐥𝐨𝐲𝐞𝐞.
The thing underneath it is debt. The cheap tokens on your desk are paid for with borrowed money, and the lenders started asking for more. Nothing this week made the tool worse. The risk is that the price stops falling, or quietly stops being twenty dollars.
Inside the episode:
🔴 A data centre's bonds issued at 𝟖.𝟗% in August now trade at 𝟏𝟏.𝟑%
🔴 Oracle debt quoted as low as 89 cents on the dollar against 18 billion of exposure
🔴 Meta's first junk bond: 2.3 billion, borrowing like a company in difficulty
Your move: open what you spend on AI and write next to each line what you would do if the price tripled. Then make the one thing you could not replace portable. 🎙️
Stream on :
▶️ Youtube: https://www.youtube.com/@SMBAIHUB
▶️ Spotify: https://open.spotify.com/show/03455lXXM29joyuucQkkyq
▶️ Amazon Music: https://music.amazon.in/podcasts/b93fd52f-bc53-4ee9-98d7-3b9e10ea0e6f/ai-breakdown
▶️ Apple Podcast: https://podcasts.apple.com/in/podcast/ai-breakdown/id6799578599
▶️ iHeart Radio : https://www.iheart.com/podcast/1333-ai-breakdown-340815159/
▶️ Web: smbaimagazine.com
▶️ Web: smbaipodcast.com
Disclaimer: The information shared in this podcast is for general informational purposes only and should not be considered as direct financial or business advice. Always consult with a qualified professional for advice specific to your situation. This is an Independent commentary. Third-party excerpts are credited on screen or in the show notes. Some voices in this program are AI-generated.