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AI residual risk

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Feb 2, 2026 by Jonathan Lewinsohn · across every show →

Everything said about AI residual risk, oldest first

Feb 2, 2026 neutral
Disclosure
Lewinsohn: Diameter avoids long-term residual risk in AI infrastructure financing
“We've not financed long-term residual risk. We think it's been too hard for us, but this is America. Everything can be trunched. We've invested at the top of the capital structure in an amortizing way.”
Jonathan Lewinsohn Feb 2, 2026 ▶ 25:22 Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)
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