Hyperion SPV

fund on 1 show · 2 statements across 1 episodes

Big Technology

2 statements about Hyperion SPV, every show

Roy: AI data center debt collapse will not devastate like 2008
“The big difference here is it's still, like, at a minimum, this is gonna only affect a class of capital holders that, like, it's not everyone who has a house, that's everyone. And so the, like, knock-on effects, the actual, like, acceleration of housing prices…”
Ranjan Roy Jul 27, 2026 ▶ 40:25 What Happens If AI Fails?, Subprime Data Center Crisis, How Bad Can SpaceX Get?
BIG TECHNOLOGY Assertion Contradicted
Roy: Meta capex figures exclude $46B in Hyperion SPV debt exposure
“Meta recorded 88.6 billion in capital expenditures, but that doesn't include the Hyperion SPV, which had its own forty six billion dollars of exposure.”
Ranjan Roy Jul 27, 2026 ▶ 31:58 What Happens If AI Fails?, Subprime Data Center Crisis, How Bad Can SpaceX Get?

← every entity, every show

Made with StarZero

Turn any episode into a week of clips.

This entire site, thousands of episodes across every show transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.