How I Invest with David Weisburd cover image

How I Invest with David Weisburd

E151: The Rise of Asset-Backed Credit w/Billy Libby

Apr 1, 2025
Billy Libby, Co-Founder and CEO of Upper90, discusses the revolutionary hybrid investment model combining equity and credit that empowers founders to scale their businesses without giving up control. He shares insights on the evolving venture capital landscape and the strategic importance of aligning incentives between investors and entrepreneurs. From innovative credit solutions for tech startups to navigating market cycles and real-world success stories, Libby offers valuable lessons on alternative financing and optimizing financial partnerships for sustainable growth.
32:20

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Quick takeaways

  • Upper90's hybrid investment model empowers founders to maintain ownership while accessing necessary funds through a blend of equity and credit.
  • The podcast emphasizes the importance of exploring alternative financing strategies to improve capital structure and enhance startup growth.

Deep dives

Innovative Financing for AI Equipment

Innovative financing strategies are being developed to support capital-intensive AI technologies, particularly NVIDIA GPUs, which are seen as pivotal for cloud computing. Institutions that once overlooked this type of equipment are now beginning to recognize its value as an asset class. Early adopters, like Crusoe Energy, sought financing solutions to leverage these GPUs before traditional banks fully understood the market potential. The focus is on structuring investments with favorable terms, ensuring quick payback periods to reduce risk.

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