THE GUPPY POND
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Sources behind the cartoon
- Musk on X: Musk: SpaceX closed $40B of debt for GPUs; 200+ neoclouds face “guppy-level death and consolidation”
- Seeking Alpha: Musk warns of AI lending crunch after SpaceX closes $40B GPU financing
- Techmeme: Elon Musk says SpaceX closed $40B in GPU debt, debt markets have shut off credit for AI data center firms, and 200+ neoclouds face “death and consolidation”
Zimbo
Zimbo draws money, power, artificial intelligence, and whatever else appears to be going terribly well.
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