financing: everyone on the record — The Minutes https://minutesof.com/on/financing/ Everyone on the record about financing: 5 verbatim quotes from 2 people, February 2026 to August 2026, in one chronology, each with a timestamp and a link… en Sun, 30 Aug 2026 22:32:58 +0000 Dylan Patel: Patel argues hyperscalers would pay 8% interest rates versus current 5-6% given AI compute return https://minutesof.com/q/470deb1c-05eb-4eaf-9d8c-4112dbe35a93/ https://minutesof.com/q/470deb1c-05eb-4eaf-9d8c-4112dbe35a93/ “Meta's raised at, like, 5% to 6%. I don't see why they wouldn't pay 8% Because they would happily pay 8% because the return from the compute that they're going to build is humongous.” — Dylan Patel, Dwarkesh Patel Tue, 25 Aug 2026 15:57:53 +0000 financing Dylan Patel: Patel questions where $3-4 trillion in CapEx will come from for 2028 AI infrastructure buildout. https://minutesof.com/q/98c3bd9c-c70c-401a-b52d-19dfc1b20e62/ https://minutesof.com/q/98c3bd9c-c70c-401a-b52d-19dfc1b20e62/ “So if you're at 3 or $4,000,000,000,000 of CapEx, where does all this cash come from?” — Dylan Patel, Dwarkesh Patel Tue, 25 Aug 2026 15:57:53 +0000 financing Gavin Baker: Baker suggests memory companies should copy NVIDIA's credit wrapper model to participate in GPU r https://minutesof.com/q/04a10ac9-3dc4-4ef0-b30d-013a32bc208d/ https://minutesof.com/q/04a10ac9-3dc4-4ef0-b30d-013a32bc208d/ “Which is? I would be going to the buyers of GPUs, tradiums, and whoever and say, I'll participate in the NVIDIA credit wrapper.” — Gavin Baker, Invest Like the Best Tue, 04 Aug 2026 08:00:00 +0000 financing Gavin Baker: Baker predicts disaggregation extends GPU lives to 10-15 years, lowering financing costs and savi https://minutesof.com/q/e48abb03-3ad3-444d-b363-f1842caaa0da/ https://minutesof.com/q/e48abb03-3ad3-444d-b363-f1842caaa0da/ “This is going to be really good for the whole private credit industry. It's going to help finance the AI build out.” — Gavin Baker, Invest Like the Best Wed, 20 May 2026 08:00:00 +0000 financing Dylan Patel: Patel predicts Google and Amazon will take on debt for AI infrastructure following Meta's example https://minutesof.com/q/59aa0cd8-2be5-4bd6-99fa-8aad2129359d/ https://minutesof.com/q/59aa0cd8-2be5-4bd6-99fa-8aad2129359d/ “Google and Amazon haven't taken on debt yet for AI infrastructure, but they will. Right?” — Dylan Patel, Latent Space Thu, 26 Feb 2026 21:15:18 +0000 financing