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← Bad loans are bad revenue that will eventually kill you, even though for a while they look like profit.
13 connected korrents · 11 moments on record from 11 Oct 2023 to 30 Jun 2026.
Everything filed under data centers
data centers
Everything filed under energy
energy
Everything filed under energy
energy Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Read this korrent: Bad loans are bad revenue that will eventually kill you, even though for a while they look like profit. Bad loans are bad revenue that will eventually kill you, even though for a while they look like profit. Last stated a year ago
16 Jul 2025
JD
Jamie Dimon — holds since 2025-07-16 — tap for who they are
Same subject: In financial services what kills you is leverage and aggressive accounting, not bad luck. — tap to centre the map on it In financial services what kills you is leverage and aggressive accounting, not bad luck. Last stated a year ago
16 Jul 2025
JD
Jamie Dimon — holds since 2025-07-16 — tap for who they are
Same subject: In this industry, profit means you underestimated demand and loss means you overestimated it, because the datacentres are bought years ahead. — tap to centre the map on it In this industry, profit means you underestimated demand and loss means you overestimated it, because the datacentres… Last stated 7 months ago
13 Feb 2026
DA
Dario Amodei — holds since 2026-02-13 — tap for who they are
Same subject: Debt is best understood as narrowing the range of outcomes you can survive, not as a cost of capital. — tap to centre the map on it Debt is best understood as narrowing the range of outcomes you can survive, not as a cost of capital. Last stated 2 years ago
30 Apr 2024
MH
Morgan Housel — holds since 2024-04-30 — tap for who they are
Same subject: Leverage in the AI build-out is neither to be applauded nor feared; what matters is how much debt there is and what backs it. — tap to centre the map on it Leverage in the AI build-out is neither to be applauded nor feared; what matters is how much debt there is and what… Last stated 9 months ago
9 Dec 2025
HM
Howard Marks — holds since 2025-12-09 — tap for who they are
Same subject: A data centre earns its county far more tax revenue per gallon of water than a golf course does. — tap to centre the map on it A data centre earns its county far more tax revenue per gallon of water than a golf course does. Last stated 11 months ago
11 Oct 2025
AM
Andy Masley — holds since 2025-10-11 — tap for who they are
Same subject: A data centre powered by solar and batteries alone needs an array so oversized that the design is not worth building. — tap to centre the map on it A data centre powered by solar and batteries alone needs an array so oversized that the design is not worth building. Last stated 2 years ago
18 Apr 2024
AV
Austin Vernon — holds since 2024-04-18 — tap for who they are
Same subject: A data centre should be split into independent power blocks fed directly at 1500 volts DC, rather than run through one central distribution system. — tap to centre the map on it A data centre should be split into independent power blocks fed directly at 1500 volts DC, rather than run through one… Last stated 2 years ago
18 Apr 2024
AV
Austin Vernon — holds since 2024-04-18 — tap for who they are
Same subject: "Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant. — tap to centre the map on it "Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant. Last stated 2 months ago
30 Jun 2026
CS
Chris Smaje — holds since 2026-06-30 — tap for who they are
Same subject: A country outside the AI supply chain should just buy the index — which works only in the world where AI ends up commoditised rather than concentrated. — tap to centre the map on it A country outside the AI supply chain should just buy the index — which works only in the world where AI ends up… Last stated 3 months ago
4 Jun 2026
AI
Alex Imas — holds since 2026-06-04 — tap for who they are
Same subject: A future of constrained energy will need more people working the land, and that is not the same as going back to the past. — tap to centre the map on it A future of constrained energy will need more people working the land, and that is not the same as going back to the… Last stated 2 months ago
30 Jun 2026
CS
Chris Smaje — holds since 2026-06-30 — tap for who they are
Same subject: About a fifth of the US grid could be freed for data centres just by covering the yearly peak with batteries or peaker plants. — tap to centre the map on it About a fifth of the US grid could be freed for data centres just by covering the yearly peak with batteries or… Last stated 6 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: An off-grid data centre can delete its uninterruptible power supplies entirely, because the battery bank outside already is one. — tap to centre the map on it An off-grid data centre can delete its uninterruptible power supplies entirely, because the battery bank… Last stated 2 years ago
18 Apr 2024
AV
Austin Vernon — holds since 2024-04-18 — tap for who they are
Same subject: Batteries will replace transmission as the cheapest way to keep the lights on, and the grid will shrink rather than grow. — tap to centre the map on it Batteries will replace transmission as the cheapest way to keep the lights on, and the grid will shrink rather… Last stated 9 months ago
8 Dec 2025
CH
Casey Handmer — holds since 2023-10-11 — tap for who they are
CH
Casey Handmer — holds since 2025-12-08 — tap for who they are
At the centre
Bad loans are bad revenue that will eventually kill you, even though for a while they look like profit.
Holds JD Jamie DimonRead this korrent →
In financial services what kills you is leverage and aggressive accounting, not bad luck.
Holds JD Jamie Dimon
In this industry, profit means you underestimated demand and loss means you overestimated it, because the datacentres are bought years ahead.
Holds DA Dario Amodei
Debt is best understood as narrowing the range of outcomes you can survive, not as a cost of capital.
Holds MH Morgan Housel
Leverage in the AI build-out is neither to be applauded nor feared; what matters is how much debt there is and what backs it.
Holds HM Howard Marks
A data centre earns its county far more tax revenue per gallon of water than a golf course does.
Holds AM Andy Masley
A data centre powered by solar and batteries alone needs an array so oversized that the design is not worth building.
Holds AV Austin Vernon
A data centre should be split into independent power blocks fed directly at 1500 volts DC, rather than run through one central distribution system.
Holds AV Austin Vernon
"Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant.
Holds CS Chris Smaje
A country outside the AI supply chain should just buy the index — which works only in the world where AI ends up commoditised rather than concentrated.
Holds AI Alex Imas
A future of constrained energy will need more people working the land, and that is not the same as going back to the past.
Holds CS Chris Smaje
About a fifth of the US grid could be freed for data centres just by covering the yearly peak with batteries or peaker plants.
Holds DP Dylan Patel
An off-grid data centre can delete its uninterruptible power supplies entirely, because the battery bank outside already is one.
Holds AV Austin Vernon
Batteries will replace transmission as the cheapest way to keep the lights on, and the grid will shrink rather than grow.
Holds CH Casey Handmer