Blue Owl Capital
also referred to as: blue owl
2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Nov 17, 2025 by Gil Luria · said 17 times in 5 episodes since 2025 · across every show →
Mentions by year
brought up most by Alex Kantrowitz (10), Ranjan Roy (3), Gil Luria (2), M.G. Siegler (1), Liz Hoffman (1)
tap a year for its mentions
2026 15 mentions in 4 episodes 4 per episode
- OpenAI's TBPN Mistake, SpaceX’s $2 Trillion IPO?, Iran Disables Amazon Infrastructure
- Big Tech’s Insane Hidden AI Spending, Ranking Anthropic vs. OpenAI, AI For Travel Debate
- Are We Screwed If AI Works? — With Andrew Ross Sorkin
- Did Apple Get AI Spending Right?, Microsoft & OpenAI’s New Reality, Where’s Stargate?
- every mention in 2026, scene by scene →
2025 2 mentions in 1 episode
Everything said about Blue Owl Capital, oldest first
Nov 17, 2025 negative
Luria: Meta used a Blue Owl SPV to finance data centers off-balance-sheet
“The other thing that happened with Meta that was interesting is that when they Went out to borrow. They didn't borrow the capital. They created a special purpose vehicle, right? They went out with Blue Owl and they said, you know, we'll put a couple of billion…”
Aug 24, 2026 negative
Kantrowitz: $27B in debt financing Meta's Hyperion project is off-balance sheet
“Meta's gigantic Hyperion data center project in Louisiana, which is the size of about 1700 football fields, helps explain how obligations wind up off tech companies' balance sheets. Though Meta is the builder, neither Hyperion nor the twenty-seven billion in d…”