Kinda Spooky: META, AI, TSLA

The podcast explores the shift in big tech's capital strategies amid massive AI infrastructure investments. It highlights how companies like Meta are increasingly using debt financing and innovative structures like joint ventures to fund these projects, raising questions about the changing nature of tech investments. The discussion covers Meta's $25 billion bond offering and its Hyperion data center project with Blue Owl, examining the balance between maintaining credit ratings and securing necessary capital. Additionally, the hosts touch on OpenAI's potential IPO and Elon Musk's desired voting control in Tesla, debating the implications for both companies' futures and capital strategies. The conversation also includes listener feedback on JP Morgan's new headquarters, adding an element of audience engagement.