AI capex competes with Treasuries for funding at the margin, argues tszzl
tszzl · x · 2026-09-25
tszzl pushes back on MathiasRusted: while every AI company's combined capital is tiny vs. the Treasury market, prices are set by marginal buyers and sellers—if companies finance more investment, they compete with governments and other borrowers for funding.
Related event: AI Capex Debate Heats Up as Treasury Yields Hit Post-Financial-Crisis High(3 posts)→
More from Venture
- 10-year Treasury tops 5.20% as traders say this cycle is compute-bound, not oil — km · 2026-09-25
- Consumer AI has become a game of who can afford to give away the most compute — omooretweets · 2026-09-25
- Small businesses won $75.3B in government contracts — a hidden market for AI founders — MicahBerkley · 2026-09-25
- OpenAI's former VP of Compute Tal Broda joins Khosla Ventures — ZGojcic · 2026-09-25
- Skild AI Hits $100M ARR Within 10 Months of Starting Robot Deployments — deepakpathak · 2026-09-25
- Stripe: Top AI Companies Grew 175%, 48% of Revenue Already International — davidyin44 · 2026-09-25