special purpose vehicle

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Nov 17, 2025 by Gil Luria · across every show →

Everything said about special purpose vehicle, oldest first

Nov 17, 2025 negative
Assertion Supported
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…”
Gil Luria Nov 17, 2025 ▶ 47:18 AI Bubble Special Report: Debt, Depreciation, and Losses — With Gil Luria
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