Person
Steve Eisman
Steve Eisman appears in Part 4, Part 5, Part 6, Part 7, Part 8, Part 9, Part 10 of The Buildout. Part 4: AI Spending Has Met Its First Real Bill; Part 5: OpenAI and Anthropic Are…
In 7 partsPeople
The people on each side.
The investors, economists and analysts whose arguments The Buildout weighs, with what each argued, where, and when. Attributed and paraphrased; no scores, no rankings.
Person
JunkBondInvestor
JunkBondInvestor appears in Part 2, Part 3, Part 4, Part 7, Part 8, Part 10 of The Buildout. Part 2: SpaceX Is Funding an AI Bet Before the Proof; Part 3: The Machines Will Work…
In 6 partsPotential Multibaggers
Kris
Kris appears in Part 1, Part 2, Part 4, Part 7, Part 8, Part 10 of The Buildout. Part 1: Nvidia’s Demand Is Real. Its Financing Is Fragile.; Part 2: SpaceX Is Funding an AI Bet…
In 6 partsCassandra Unchained
Michael Burry
Michael Burry appears in Part 1, Part 2, Part 3, Part 6, Part 8, Part 10 of The Buildout. Part 1: Nvidia’s Demand Is Real. Its Financing Is Fragile.; Part 2: SpaceX Is Funding an…
In 6 partsBehind the Balance Sheet
Stephen Clapham
Stephen Clapham appears in Part 1, Part 2, Part 6, Part 7, Part 8, Part 9 of The Buildout. Part 1: Nvidia’s Demand Is Real. Its Financing Is Fragile.; Part 2: SpaceX Is Funding an…
In 6 partsHyperTech Invest
Daniel Romero
Daniel Romero appears in Part 5, Part 6, Part 7, Part 8, Part 10 of The Buildout. Part 5: OpenAI and Anthropic Are Not the Same Business; Part 6: Power Doesn’t Depreciate. Its…
In 5 partsPerson
Ren
Ren appears in Part 6, Part 7, Part 8, Part 9, Part 10 of The Buildout. Part 6: Power Doesn’t Depreciate. Its Premium Moves.; Part 7: The Fed Hiked. The Long End Still Climbed…
In 5 partsPerson
Kakashii
Kakashii appears in Part 2, Part 6, Part 8, Part 10 of The Buildout. Part 2: SpaceX Is Funding an AI Bet Before the Proof; Part 6: Power Doesn’t Depreciate. Its Premium Moves…
In 4 partsPerson
Michael Spencer
Michael Spencer appears in Part 5, Part 6, Part 9, Part 10 of The Buildout. Part 5: OpenAI and Anthropic Are Not the Same Business; Part 6: Power Doesn’t Depreciate. Its Premium…
In 4 partsPerson
Prof G Markets
Prof G Markets appears in Part 4, Part 6, Part 9, Part 10 of The Buildout. Part 4: AI Spending Has Met Its First Real Bill; Part 6: Power Doesn’t Depreciate. Its Premium Moves…
In 4 partsApollo
Torsten Slok
Torsten Slok appears in Part 6, Part 8, Part 9, Part 10 of The Buildout. Part 6: Power Doesn’t Depreciate. Its Premium Moves.; Part 8: AI Lenders Are Financing the End of…
In 4 partsPerson
Aurelion Research
Aurelion Research appears in Part 4, Part 8, Part 10 of The Buildout. Part 4: AI Spending Has Met Its First Real Bill; Part 8: AI Lenders Are Financing the End of Scarcity; Part…
In 3 partsDeepValue Capital by Kyler
DeepValue Capital
DeepValue Capital appears in Part 5, Part 6, Part 7 of The Buildout. Part 5: OpenAI and Anthropic Are Not the Same Business; Part 6: Power Doesn’t Depreciate. Its Premium Moves…
In 3 partsPerson
Ed Zitron
Ed Zitron appears in Part 6, Part 8, Part 10 of The Buildout. Part 6: Power Doesn’t Depreciate. Its Premium Moves.; Part 8: AI Lenders Are Financing the End of Scarcity; Part 10…
In 3 partsPerson
Market Sentiment
Market Sentiment appears in Part 3, Part 8, Part 9 of The Buildout. Part 3: The Machines Will Work. The Debt Might Not.; Part 8: AI Lenders Are Financing the End of Scarcity; Part…
In 3 partsProf G Markets
Mia Silverio
Mia Silverio appears in Part 7, Part 9, Part 10 of The Buildout. Part 7: The Fed Hiked. The Long End Still Climbed.; Part 9: Habit Was the Moat. Agents Are Draining It.; Part 10…
In 3 partsPerson
Moses Sternstein
Moses Sternstein appears in Part 4, Part 6, Part 9 of The Buildout. Part 4: AI Spending Has Met Its First Real Bill; Part 6: Power Doesn’t Depreciate. Its Premium Moves.; Part 9…
In 3 partsPerson
Oguz Erkan
Oguz Erkan appears in Part 3, Part 5, Part 9 of The Buildout. Part 3: The Machines Will Work. The Debt Might Not.; Part 5: OpenAI and Anthropic Are Not the Same Business; Part 9…
In 3 partsPerson
Vitaliy Katsenelson
Vitaliy Katsenelson appears in Part 3, Part 7, Part 10 of The Buildout. Part 3: The Machines Will Work. The Debt Might Not.; Part 7: The Fed Hiked. The Long End Still Climbed…
In 3 partsYet Another Value Blog
Andrew Walker
Andrew Walker appears in Part 7, Part 9 of The Buildout. Part 7: The Fed Hiked. The Long End Still Climbed.; Part 9: Habit Was the Moat. Agents Are Draining It.. Argued in Part 9…
In 2 partsa16z
David George
David George appears in Part 9, Part 10 of The Buildout. Part 9: Habit Was the Moat. Agents Are Draining It.; Part 10: The Bubble Is in the Denominator. Argued in Part 9 (Still a…
In 2 partsPerson
Gaetano
Gaetano appears in Part 6, Part 8 of The Buildout. Part 6: Power Doesn’t Depreciate. Its Premium Moves.; Part 8: AI Lenders Are Financing the End of Scarcity. Argued in Part 6…
In 2 partsPerson
Geo Chen
Geo Chen appears in Part 5, Part 8 of The Buildout. Part 5: OpenAI and Anthropic Are Not the Same Business; Part 8: AI Lenders Are Financing the End of Scarcity.
In 2 partsInvest in Quality
Invest in Assets
Invest in Assets appears in Part 1, Part 9 of The Buildout. Part 1: Nvidia’s Demand Is Real. Its Financing Is Fragile.; Part 9: Habit Was the Moat. Agents Are Draining It.. Argued…
In 2 partsPerson
Jeremie Eliahou Ontiveros
Jeremie Eliahou Ontiveros appears in Part 2, Part 5 of The Buildout. Part 2: SpaceX Is Funding an AI Bet Before the Proof; Part 5: OpenAI and Anthropic Are Not the Same Business…
In 2 partsPerson
Kevin Gee
Kevin Gee appears in Part 2, Part 4 of The Buildout. Part 2: SpaceX Is Funding an AI Bet Before the Proof; Part 4: AI Spending Has Met Its First Real Bill. Argued in Part 2…
In 2 partsCapital Wars
Michael Howell
Michael Howell appears in Part 7, Part 10 of The Buildout. Part 7: The Fed Hiked. The Long End Still Climbed.; Part 10: The Bubble Is in the Denominator. Argued in Part 7 (Growth…
In 2 partsPerson
Quanta 72
Quanta 72 appears in Part 1, Part 4 of The Buildout. Part 1: Nvidia’s Demand Is Real. Its Financing Is Fragile.; Part 4: AI Spending Has Met Its First Real Bill. Argued in Part 4…
In 2 partsPerson
Tae Kim
Tae Kim appears in Part 9, Part 10 of The Buildout. Part 9: Habit Was the Moat. Agents Are Draining It.; Part 10: The Bubble Is in the Denominator. Argued in Part 9 (Eighteen…
In 2 partsPerson
TSCS
TSCS appears in Part 7, Part 10 of The Buildout. Part 7: The Fed Hiked. The Long End Still Climbed.; Part 10: The Bubble Is in the Denominator. Argued in Part 7 (A missing buyer)…
In 2 partsPerson
Voss Capital
Voss Capital appears in Part 4, Part 5 of The Buildout. Part 4: AI Spending Has Met Its First Real Bill; Part 5: OpenAI and Anthropic Are Not the Same Business.
In 2 partsPerson
Abhi Yadav
Abhi Yadav appears in Part 9 of The Buildout. Part 9: Habit Was the Moat. Agents Are Draining It..
In 1 partPerson
Alasdair Mann
Alasdair Mann appears in Part 6 of The Buildout. Part 6: Power Doesn’t Depreciate. Its Premium Moves..
In 1 partPerson
Alex Immerman
Alex Immerman appears in Part 9 of The Buildout. Part 9: Habit Was the Moat. Agents Are Draining It.. Argued in Part 9 (The inertia businesses), Part 9 (The rails and the atoms).
In 1 partPerson
Aswath Damodaran
Aswath Damodaran appears in Part 10 of The Buildout. Part 10: The Bubble Is in the Denominator.
In 1 partPerson
Behind the Balance Sheet
Behind the Balance Sheet appears in Part 2 of The Buildout. Part 2: SpaceX Is Funding an AI Bet Before the Proof.
In 1 partPerson
Ben Horowitz
Ben Horowitz appears in Part 6 of The Buildout. Part 6: Power Doesn’t Depreciate. Its Premium Moves..
In 1 partPerson
Christian Catalini
Christian Catalini appears in Part 5 of The Buildout. Part 5: OpenAI and Anthropic Are Not the Same Business. Argued in Part 5 (Anthropic: not yet).
In 1 partPerson
Clark Tang
Clark Tang appears in Part 6 of The Buildout. Part 6: Power Doesn’t Depreciate. Its Premium Moves..
In 1 partPerson
Deborah Folloni
Deborah Folloni appears in Part 9 of The Buildout. Part 9: Habit Was the Moat. Agents Are Draining It..
In 1 partPerson
Ed Elson
Ed Elson appears in Part 5 of The Buildout. Part 5: OpenAI and Anthropic Are Not the Same Business. Argued in Part 5 (Voices that cross sides).
In 1 partResearch organization
Edelbridge Alpha
Edelbridge Alpha appears in Part 6 of The Buildout. Part 6: Power Doesn’t Depreciate. Its Premium Moves.. Argued in Part 6 (Scarcity as a moat).
In 1 partPerson
First Pacific Advisors
First Pacific Advisors appears in Part 4 of The Buildout. Part 4: AI Spending Has Met Its First Real Bill. Argued in Part 4 (The return is not there).
In 1 partPerson
Hayden Capital
Hayden Capital appears in Part 4 of The Buildout. Part 4: AI Spending Has Met Its First Real Bill. Argued in Part 4 (Voices that cross sides).
In 1 partPerson
Hugh Vuillier
Hugh Vuillier appears in Part 7 of The Buildout. Part 7: The Fed Hiked. The Long End Still Climbed..
In 1 partPerson
James Bulltard
James Bulltard appears in Part 4 of The Buildout. Part 4: AI Spending Has Met Its First Real Bill.
In 1 partPerson
Jensen Huang
Jensen Huang appears in Part 10 of The Buildout. Part 10: The Bubble Is in the Denominator.
In 1 partPerson
Jessica Tarlov
Jessica Tarlov appears in Part 6 of The Buildout. Part 6: Power Doesn’t Depreciate. Its Premium Moves..
In 1 partPerson
Leyla Kunimoto
Leyla Kunimoto appears in Part 10 of The Buildout. Part 10: The Bubble Is in the Denominator.
In 1 partPerson
Longriver
Longriver appears in Part 1 of The Buildout. Part 1: Nvidia’s Demand Is Real. Its Financing Is Fragile.. Argued in Part 1 (Voices that cross sides).
In 1 partPerson
M. V. Cunha
M. V. Cunha appears in Part 6 of The Buildout. Part 6: Power Doesn’t Depreciate. Its Premium Moves..
In 1 partPerson
Massif Capital
Massif Capital appears in Part 5 of The Buildout. Part 5: OpenAI and Anthropic Are Not the Same Business. Argued in Part 5 (OpenAI: commoditized).
In 1 partPerson
Matthew C. Klein
Matthew C. Klein appears in Part 7 of The Buildout. Part 7: The Fed Hiked. The Long End Still Climbed.. Argued in Part 7 (Growth: yields are catching up).
In 1 partPerson
Michael W. Green
Michael W. Green appears in Part 7 of The Buildout. Part 7: The Fed Hiked. The Long End Still Climbed.. Argued in Part 7 (A missing buyer).
In 1 partPerson
NZS Capital
NZS Capital appears in Part 1 of The Buildout. Part 1: Nvidia’s Demand Is Real. Its Financing Is Fragile.. Argued in Part 1 (Voices that cross sides).
In 1 partPerson
Orbis Investments
Orbis Investments appears in Part 4 of The Buildout. Part 4: AI Spending Has Met Its First Real Bill.
In 1 partPerson
Ruben Dominguez
Ruben Dominguez appears in Part 9 of The Buildout. Part 9: Habit Was the Moat. Agents Are Draining It..
In 1 partPerson
Sam Badri
Sam Badri appears in Part 9 of The Buildout. Part 9: Habit Was the Moat. Agents Are Draining It..
In 1 partPerson
Scott Galloway
Scott Galloway appears in Part 10 of The Buildout. Part 10: The Bubble Is in the Denominator.
In 1 partPerson
Sound Shore Management
Sound Shore Management appears in Part 4 of The Buildout. Part 4: AI Spending Has Met Its First Real Bill.
In 1 partPerson
The VC Corner
The VC Corner appears in Part 9 of The Buildout. Part 9: Habit Was the Moat. Agents Are Draining It.. Argued in Part 9 (The rails and the atoms).
In 1 partPerson
Trey Henninger
Trey Henninger appears in Part 2 of The Buildout. Part 2: SpaceX Is Funding an AI Bet Before the Proof. Argued in Part 2 (Voices that cross sides).
In 1 partPerson
Warden Capital
Warden Capital appears in Part 4 of The Buildout. Part 4: AI Spending Has Met Its First Real Bill. Argued in Part 4 (The return is not there).
In 1 partPerson
Wyndo
Wyndo appears in Part 5 of The Buildout. Part 5: OpenAI and Anthropic Are Not the Same Business. Argued in Part 5 (Voices that cross sides).
In 1 partAnalysis and opinion, not investment advice. Entries are assembled from the stories; nothing here is a rating.