The AI data centre business is solid, honest
https://www.youtube.com/watch?v=Fh6DbLNM1lI&list=UU9rJrMVgcXTfa8xuMnbhAEA - video
https://pivottoai.libsyn.com/20260226-blue-owl-wont-give-your-money-back-this-is-fine - podcast
time: 7 min 47 sec
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Because Blue Owl really doesn’t want the world to see a fund of theirs fail.
For want of investors, the FOMO was published. For want of FOMO, the fund was lost. For want of a fund, the firm will be lost next. Hedge funds fail all the time, but it’s surprising to see such a direct connection. I think the Bible says something about this too, something like “vibes to vibes, dust to dust, empty your accounts, pay investors you must.”
There cant be a bank run if there is no bank.


