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Shownotes
S&P cuts Meta's outlook over soaring AI spend, low cash flow (seekingalpha.com/news/4661912-sp-cuts-meta-out…). () Binance sees $3.64B flow out (seekingalpha.com/news/4661924-binance-hack-net…) as withdrawals resume. () OpenAI plans to rebrand data centers as ‘AI compute campuses (seekingalpha.com/news/4661961-openai-partners-…).’ ()
Episode transcripts: seekingalpha.com/wsb?source=wsb_podcast:sp_cut…
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