dakin campbell

@dakincampbell

AI finance @theinformation. Author of GOING PUBLIC. Formerly @businessinsider & @business. Signal: dakin.11. linktr.ee/dakincampbell.

固定
dakin campbell
@dakincampbell
11月9日
Most companies start getting ready for an IPO way too late. I’m in SF this week moderating a panel on how to do it right. @theinformation subscribers, come by and stay to chat after: theinformation.com/events/the-lon… Can’t make it? DM me and let’s grab coffee.
The Long Road to an IPO
theinformation.comから
dakin campbell
@dakincampbell
11月4日
From leveraged buyouts to GPU landlord Apollo’s $75 billion in chip deals with SpaceX and Anthropic would leave it owning more AI chips than any neocloud My latest for @theinformation (link below)
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dakin campbell
@dakincampbell
10月20日
My entry in the CoreWeave canon. Come for the clear description of the debt-fueled business model, stay for details of the Blackstone-managed insurance funds that have bought into CoreWeave debt.
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dakin campbell
@dakincampbell
9月30日
> Meta Data Center Deal Tests Limits of AI Debt Markets Bond markets are getting tough for lower-rated borrowers. One example: CleanSpark, which is developing a data center for Meta Platforms, had to offer investors big concessions to land financing earlier this month. Read more @theinformation!
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dakin campbell
@dakincampbell
9月22日
SCOOP: The anticipated October launch of compute futures has hit a snag. The CFTC has extended the review period for CME's products another 45 days, until November 9, "in light of novel or complex” issues. First @theinformation.
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