equity dollars

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 26, 2026 by Neil Tiwari · across every show →

Everything said about equity dollars, oldest first

Feb 26, 2026 negative

Insight

Tiwari: Relying Purely on Equity to Fund AI CapEx Is Inefficient

“This is, you know, billions to trillions of dollars of CapEx, and just using equity dollars alone is not an efficient way to scale this. That's obviously massive dilution, you know, there's, it's not an easy problem to solve.”

Neil Tiwari Feb 26, 2026 ▶ 7:24 Who's Actually Funding the AI Buildout?

Turn any episode into a week of clips.

This entire site, over 100 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.

equity dollars

Everything said about equity dollars, oldest first

Turn any episode into a week of clips.