Advait Arun

In this discussion, guest Advait Arun, a senior associate at the Center for Public Enterprise and author of 'Bubble or Nothing', unpacks the complex financial dynamics between AI companies and the clean energy sector. He reveals the systemic risks tied to data centers and GPUs, emphasizing refinancing challenges and cash flow issues. Advait also explores the potential fallout from a market correction, the role of private credit, and how big tech might exploit distressed assets while smaller firms face hardships. Ultimately, he raises questions about the sustainability of this intricate landscape.