USD.AI: The dollar that builds AI, wherever it forms

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Conversation Flow:
00:00 - Founder lore
01:55 - 13 pivots before landing on GPU debt
06:12 - One gigawatt data center = the size of Denver, 20 Vegas spheres in a single site
09:00 - Data centers are the perfect escrow system
16:22 - Deal flow
18:15 - The unfinanceable middle market
19:07 - Private credit is in full retreat.
@BlueOwlCapital
and
@blackstone
gated redemptions.
22:57 - "Our company slogans are pessimistic, aggressive, and impatient"
24:56 - 3% amortization + 1% interest monthly = 48% annual paydown
45:14 - "Everything in AI pays down debt. A computer is just loans."