Slack: C0A0J07FGKT/ts:1771854012.1046

Author: Nicky Adam Date: 2026-04-07 Type: slack Evidence: 1 Themes: 1

ai-capex-infrastructure-bottleneck

🟢 [E1124] We should follow Alex Wang if we don't already. It's becoming really disruptive to my investment decision making process. Could not sleep last night thinking about the impact AI can have on private credit markets.
supporting · 2026-04-07