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Meta: Metaverse Cuts Are Not The Story. How It Affects AI Spend Is
# Introduction The reported cuts to the Reality Labs’ budget have likely been overstated. First, it is unclear how big the cuts are and which part of Reality Labs they affect. Will it just be VR and the Metaverse, or …
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The Mechanics Of Significant Risk Transfers (SRTs)
Hey all, Just published a deep-dive primer on SRTs and how banks are using them to hedge AI infrastructure financing risks. What's covered: - How SRTs actually work (SPV structures, CLNs, tranching mechanics) - Real deal math: how Deutsche Bank …
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