Submissions from davefriedman.substack.com

		The SaaSpocalypse Is a Credit Event (davefriedman.substack.com)
		2 points by wspeirs 4 days ago \| past \| discuss
		CoreWeave's $30B Bet on GPU Market Infrastructure (davefriedman.substack.com)
		1 point by gmays 15 days ago \| past
		GPUs Became the Newest Financial Asset (davefriedman.substack.com)
		3 points by gmays 21 days ago \| past \| 1 comment
		GPUs Became the Newest Financial Asset (davefriedman.substack.com)
		2 points by walterbell 26 days ago \| past
		The SaaS Selloff: AI and Interest Rates (davefriedman.substack.com)
		4 points by stosssik 36 days ago \| past
		The AI data center deals that no one can verify (davefriedman.substack.com)
		2 points by gmays 39 days ago \| past
		Three GPU Markets, Three Volatility Regimes (davefriedman.substack.com)
		2 points by gmays 44 days ago \| past
		AI Capex: Built on Options, Priced as Certainty (davefriedman.substack.com)
		2 points by gmays 45 days ago \| past
		Why AI Agents Won't Just "Do Stuff" – Permissions Are the Ultimate Barrier (davefriedman.substack.com)
		2 points by walterbell 51 days ago \| past
		Stargate and the AI Industrial Revolution (davefriedman.substack.com)
		21 points by mhb 9 months ago \| past \| 18 comments