debt
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jun 3, 2025 by John Zito · across every show →
Everything said about debt, oldest first
Jun 3, 2025 neutral
Zito: Venture Defense Startups and Hyperscalers Are Becoming Asset-Heavy Debt Issuers
“Now you have venture companies actually building defense companies that are going to be super asset heavy. And now you have hyperscalers that have never had any debt that need a lot that are becoming now more capital intensive.”