PERSON DIRECTORY
Santiago Roel Santos
Host of Empire. Santiago Roel Santos appears in 21 indexed conversations across Empire, 1000x. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Is The AI Debt Bubble Finally Popping? | Weekly Roundup
Jason YanowitzSantiago Roel SantosRob
AI-linked equities are repricing frontier-model financing, with 20–30% declines, routine 10% daily moves, and Anthropic’s apparent slowdown challenging the path from roughly $1 trillion of current capex to Jensen Huang’s roughly $4 trillion 2030 vision.CoreWeave debt near 15–16% and CDS implying roughly 60% default probability show how demand can be right while funding fails.Anthropic’s S-1 and neocloud refinancing are key tests as open-model substitution pressures margins.
Hyperliquid Just Had It's Breakout Moment
Jason YanowitzSantiago Roel Santos
Hyperliquid’s SpaceX pre-IPO market has become a mainstream price oracle, with SpaceX around $2.1T versus indicated pricing of $1.5–1.75T and hedge funds using it to handicap the open.HYPE’s roughly $700M revenue and HIP-3’s 45% non-crypto volume support a differentiated growth case, but at roughly 60x run-rate earnings it is “fully valued”; CFTC regulation and the SpaceX IPO remain key tests.