Person · HyperTech Invest
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 Premium Moves.; Part 7: The Fed Hiked. The Long End Still Climbed.; Part 8: AI Lenders Are Financing the End of Scarcity; Part 10: The Bubble Is in the Denominator. Argued in Part 6 (Scarcity as a moat), Part 8 (The cash has to triple).
By the numbers
Each figure carries its date and source in the story it comes from.
What Daniel Romero argued
Paraphrased and attributed, with the date and a link where one exists. DeepStack keeps no score of who was right; the dated tests do that work in the open.
Part 08 · The cash has to tripleSep 21, 2026
The creator states they are not arguing the buildout is unsustainable, but that one-year compute paybacks will probably become the exception rather than a baseline assumption, possibly dependent on specific timing and shortages, and that 2026…
AI Lenders Are Financing the End of Scarcity Who is on each side Source
Part 08 · The cash has to tripleSep 21, 2026
OpenAI's combined annualized revenue with Anthropic reached $105 billion (OpenAI $40 billion, Anthropic $65 billion) in July 2026, which is nowhere near the figure needed to support the modeled 2027 buildout, and this understates the true gap since…
AI Lenders Are Financing the End of Scarcity Who is on each side Source
Part 06 · Scarcity as a moatAug 28, 2026
The mismatch between how quickly compute can improve and how slowly physical infrastructure can be built is what drives the investment case for data-center stocks, because interconnection, transformers, turbines, generation, transmission, and…
Power Doesn’t Depreciate. Its Premium Moves. Who is on each side Source
Part 06 · Scarcity as a moatAug 28, 2026
Power is a key bottleneck in AI because rack power is rising sharply while grids, substations, transformers, and generation take years to expand.
Power Doesn’t Depreciate. Its Premium Moves. Who is on each side Source
In The Buildout
One line per story, from the story itself.
Part 10Who writes the checks
Daniel Romero puts OpenAI and Anthropic at a combined annual run rate near $105 billion in July, about $40 billion and $65 billion respectively, and says the line to watch is $400 billion by the end of 2027.
The Bubble Is in the DenominatorPart 08A shortage with a price
Daniel Romero disclaims any view that the buildout cannot last.
AI Lenders Are Financing the End of ScarcityPart 08Who writes the checks
Daniel Romero works from the labs’ end.
AI Lenders Are Financing the End of ScarcityPart 07AI meets the rate
Daniel Romero says Treasuries above 5% weigh on financing and stocks more heavily than at any point in 15 years, pointing to a semiconductor index fall of 30% while oil rallied 35%.
The Fed Hiked. The Long End Still Climbed.Part 06The megawatt premium
Daniel Romero estimates that Nvidia will sell about 90,000 NVL72 racks during 2027.
Power Doesn’t Depreciate. Its Premium Moves.Part 06The test is demand
Daniel Romero concedes that power is scarce today but may not remain equally scarce indefinitely; if demand falls while supply catches up, interconnections could be worth much less by 2035.
Power Doesn’t Depreciate. Its Premium Moves.Part 05The margin test
Daniel Romero, writing on the AI selloff, supplies the objection that matters.
OpenAI and Anthropic Are Not the Same BusinessPart 05The Call
Jeremie Eliahou Ontiveros’s $100bn-per-GW-year calculation is powerful, but Daniel Romero’s depreciation objection attacks the exact period that makes it look so good.
OpenAI and Anthropic Are Not the Same BusinessAcross the DeepStack reading
858 claims and 62 texts mention Daniel Romero, as of Oct 8, 2026. A count of attention, not a judgment.
Analysis and opinion, not investment advice. What a person argued is reported, not rated; DeepStack shows no score, ranking or accuracy for anyone.