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Distillate Capital Partners LLC

Distillate Capital Partners LLC appears in Part 12 of The Buildout. Part 12: The Model Is Not the Price. Argued in Part 12 (The filing sets the price).

In 1 part of The Buildout: Part 12 · Updated Oct 9, 2026

What Distillate Capital Partners LLC argued

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  1. Part 12 · The filing sets the priceJul 15, 2026

    Circular financing distorts the picture: hyperscalers and NVIDIA have committed roughly $180 billion to OpenAI and Anthropic, which pledge about $1.1 trillion of compute spending back to them against far smaller revenues, and $53 billion of…

    The Model Is Not the Price Who is on each side Source

In The Buildout

Where Distillate Capital Partners LLC appears.

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  1. Part 12Lede

    Distillate Capital Partners LLC, on July 15, counted roughly $180 billion committed by the hyperscalers and Nvidia to the two labs, about $1.1 trillion of compute pledged back, and $53 billion of first-quarter hyperscaler net income, 34% of the total, booked as non-cash marks on those stakes.

    The Model Is Not the Price

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Across the DeepStack reading

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53 claims and 4 texts mention Distillate Capital Partners LLC, as of Oct 9, 2026. A count of attention, not a judgment.

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