Person · DeepValue Capital by Kyler
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.; Part 7: The Fed Hiked. The Long End Still Climbed..
By the numbers
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In The Buildout
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Part 07AI meets the rate
Apollo, relayed by DeepValue Capital, assumes hyperscaler operating cash flow triples from $600 billion to $2 trillion, with OpenAI and Anthropic accounting for more than half of a $2.3 trillion backlog.
The Fed Hiked. The Long End Still Climbed.Part 07What settles it
DeepValue Capital reads inflation below 2% on a three-month annualized basis in August and calls oil from the closed Strait of Hormuz a supply shock no rate rise can fix.
The Fed Hiked. The Long End Still Climbed.Part 07What settles it
A negative payrolls print beside an inverted curve would, in DeepValue Capital’s reading, put recession six to 24 months out.
The Fed Hiked. The Long End Still Climbed.Part 06The rent will move
DeepValue Capital, relaying Comstock Resources leadership, puts new natural-gas demand from AI and data centers at 12 billion to 30 billion cubic feet a day by 2032, on top of LNG demand.
Power Doesn’t Depreciate. Its Premium Moves.Part 05Cheap intelligence arrives
Deepvalue Capital says Alibaba’s models passed 3bn downloads, ahead of Meta and Google, while compute stays tight and the price per token keeps falling.
OpenAI and Anthropic Are Not the Same BusinessAcross the DeepStack reading
1586 claims and 139 texts mention DeepValue Capital, as of Oct 8, 2026. A count of attention, not a judgment.
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