Writing

An examination of the structural forces driving private credit's evolution from niche allocation to $3.5 trillion asset class, and what it means for the future of corporate lending.

Examining the risk profile of financing structures underpinning the AI infrastructure buildout, drawing parallels to historical conduit financing models.

Examining the structural forces eroding Nvidia's 80% market share in AI accelerators, from hyperscaler custom silicon to open-source software alternatives.