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Hyperion SPV

2 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 27, 2026 by Ranjan Roy · across every show →

Everything said about Hyperion SPV, oldest first

Jul 27, 2026 neutral
Opinion
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?
Jul 27, 2026 negative
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?
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