#securitisation — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #securitisation, aggregated by home.social.
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How the #AIBubble may be like the 2008 GFC thanks to SPVs / CDOs
#GPU #CoreWeave #NVIDIA #StructuredFinance #Securitisation #CDO #DataCentres #PrivateCredit #GFC2 #DerivativesMarket #PensionFunds #SPV #ComputeFutures #TechDebt #WallStreet #FinancialEngineering #2008Redux
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How the #AIBubble may be like the 2008 GFC thanks to SPVs / CDOs
#GPU #CoreWeave #NVIDIA #StructuredFinance #Securitisation #CDO #DataCentres #PrivateCredit #GFC2 #DerivativesMarket #PensionFunds #SPV #ComputeFutures #TechDebt #WallStreet #FinancialEngineering #2008Redux
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How the #AIBubble may be like the 2008 GFC thanks to SPVs / CDOs
#GPU #CoreWeave #NVIDIA #StructuredFinance #Securitisation #CDO #DataCentres #PrivateCredit #GFC2 #DerivativesMarket #PensionFunds #SPV #ComputeFutures #TechDebt #WallStreet #FinancialEngineering #2008Redux
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10k words, wrong thesis.
He's banging on about GPUs in boxes. The actual scandal is GPUs as financial instruments. CoreWeave has $30B in debt collateralised against physical chips in SPVs (Special Purpose Vehicle), depreciated over 6 years based on projected inference revenue that doesn't exist. NVIDIA sells the GPUs, then rents some back, and that rental income services the debt used to buy them.
Nobody knows what an H100 is worth in 2028. Billions of dollars of structured finance assumes the answer is "enough."
Not asbestos in the walls, Ed. CDOs. Read a balance sheet instead of Pluralistic for once.
Zitron found the right neighbourhood and broke into the wrong house.
#AIBubble #GPU #CoreWeave #NVIDIA #StructuredFinance #TechDebt #Securitisation #WheresYourEdAt
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10k words, wrong thesis.
He's banging on about GPUs in boxes. The actual scandal is GPUs as financial instruments. CoreWeave has $30B in debt collateralised against physical chips in SPVs (Special Purpose Vehicle), depreciated over 6 years based on projected inference revenue that doesn't exist. NVIDIA sells the GPUs, then rents some back, and that rental income services the debt used to buy them.
Nobody knows what an H100 is worth in 2028. Billions of dollars of structured finance assumes the answer is "enough."
Not asbestos in the walls, Ed. CDOs. Read a balance sheet instead of Pluralistic for once.
Zitron found the right neighbourhood and broke into the wrong house.
#AIBubble #GPU #CoreWeave #NVIDIA #StructuredFinance #TechDebt #Securitisation #WheresYourEdAt
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10k words, wrong thesis.
He's banging on about GPUs in boxes. The actual scandal is GPUs as financial instruments. CoreWeave has $30B in debt collateralised against physical chips in SPVs (Special Purpose Vehicle), depreciated over 6 years based on projected inference revenue that doesn't exist. NVIDIA sells the GPUs, then rents some back, and that rental income services the debt used to buy them.
Nobody knows what an H100 is worth in 2028. Billions of dollars of structured finance assumes the answer is "enough."
Not asbestos in the walls, Ed. CDOs. Read a balance sheet instead of Pluralistic for once.
Zitron found the right neighbourhood and broke into the wrong house.
#AIBubble #GPU #CoreWeave #NVIDIA #StructuredFinance #TechDebt #Securitisation #WheresYourEdAt
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#Securitisation tauchte zum ersten Mal im Protokoll der 46. Sitzung des 21. Deutschen Bundestages am 03.12.2025 auf. Das Protokoll findet sich unter https://dserver.bundestag.de/btp/21/21046.pdf
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Aaah finally a #Disinfo2025 panel that focuses on #FreeExpression and other human rights in the context of the work against #disinformation.
The brilliant @epirkova pushes back against the instrumentalisation of #FreeSpeech and the EU's #DSA to fuel far-right anti-democratic narratives. And she rightly calls out the incredible amount of #securitisation of the #disinfo debate. 👏
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Daniella Gabor on the Wallstreet Consensus (starts out in French but interview is in English)
i don't expect there to be too many takers but this is about the historical trajectories bw keysianism –> neoliberalism (washington consensus) –> a post neoliberal order that is still emerging. broadly distinguished from keyne's proposition that any social transformation we want we can pay for (the state can finance) to today where it might be characterised as any transformation we want private finance can pay for (which is of course contingent on transformation being agreeable to capital broadly)
for anyone unfamiliar daniella gabor is a phd in banking and finance and is an enormously knowledgable, insightful and charismatic speaker
#economics #macroFinance #criticalEconomics #securitisation #derisking #macro
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Brussels bets on #securitisation reboot to boost EU investment: Critics warn the move is unlikely to help plug the bloc's investment gap and risks increasing financial instability within the euro area. https://www.euractiv.com/section/economy-jobs/news/brussels-bets-on-securitisation-reboot-to-boost-eu-investment/?utm_source=mastodon&utm_medium=dlvr.it
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"The report highlighted some of Europe’s weaknesses, including its openness to global trade, its reliance on advanced technology and essential materials and minerals from overseas, as well as its high energy costs."
#Securitisation is pooling financial assets (such as Small and Medium Enterprise loans or mortgages) into interest-bearing, tradable securities.
William Thomson: https://braveneweurope.com/william-thomson-more-securitisation-creates-less-financial-security
#finance #securities #Europe #EU #EuropeanCommission #banking #lobbying #economics #Minsky #MMT
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How private equity has used copyright to cannibalise the past at the expense of the future
Walled Culture has been warning about the financialisation and securitisation of music for two years now. Those obscure but important developments mean that the owners of copyrights are increasingly detached from the creative production process. They regard music as just another asset, like gold, petroleum or property, to be exploited to the maximum. A Guest Essay in […]
#assets #distribution #financialisation #gold #securitisation #spotify #streaming
https://walledculture.org/how-private-equity-has-used-copyright-to-cannibalise-the-past-at-the-expense-of-the-future/
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Like many other businesses, Google Maps showed a “Popular times” graph depicting how popular the location is using information provided by Google users who’ve agreed to let the app access their geolocation data.
He had inadvertently created a public tracker of when people were in his share house — almost certainly without their knowledge. Will quickly voluntarily “closed” his business on Google but the listing remained up afterwards.
After being informed of the exploit by Crikey, founder of Australian information security company DVULN Jamieson O’Reilly said that his review of Google’s technical material corroborated Will’s understanding of the situation.
“My gut tells me you could list any place as a business then if the residents had opted in to location services you could totally use it to measure someone’s patterns,” he said.
https://www.crikey.com.au/2024/01/17/google-maps-tracking-business-locations/
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Me: you know that your phone tracks your movements, eh?..
Them: nah.. I have location turned off.
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Don’t miss @EU_Finance Director-General John Berrigan’s latest LinkedIn post, on #securitisation, one of the key building blocks of the #CapitalMarketsUnion, which was the subject of an interesting exchange at a recent @EBI_EU Policy Series.
#CMU 👇
https://bit.ly/3ClE8YS🐦🔗: https://n.respublicae.eu/EU_Finance/status/1610639479588413441
