credit risk

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Apr 11, 2025 by Evan Conrad · across every show →

Everything said about credit risk, oldest first

Apr 11, 2025 neutral
Insight
Conrad: VCs trading compute for equity is credit risk arbitrage
“And so the hack of a VC or some capital partner offering equity for compute is always some arbitrage on the credit risk.”
Evan Conrad Apr 11, 2025 ▶ 39:56 SF Compute: Commoditizing Compute
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 200 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.