Cohost Quinn Thompson says some AI-infrastructure debt is ‘probably money good’, but warns on equity

What was said

"I would say that my general leaning is the debt on a core weave or you know a core scientific or like the higher quality ones um is probably money good because these these companies are minuscule compared to the mag 7 market cap."

Forward Guidance cohost Quinn Thompson says his “general leaning” is that debt issued by higher-quality AI infrastructure firms such as CoreWeave or Core Scientific is “probably money good”, arguing the firms are small relative to big-tech balance sheets and could be backstopped. He adds that he “wouldn't want to be an equity holder”, citing potential dilution and capital-raising needs.