Steve Hou - Data Over Narrative

About this episode

Steve Hou , Head of Research at Silicon Data , stops by to discuss solving problems associated with AI capex financing. Silicon Data provides users with a number of indices and data sets tracking everything from token costs to chip residual values. Much of the "debate" around financing capex is just narratives and talking past one another. Steve seeks to actually use facts to discuss what is going on; which is refreshing. Enjoy the discussion! Sponsorship Information Thank you to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Trata⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for sponsoring the show. If you're listening to this podcast, you'll like Trata. Trata is buyside to buyside conversations on individual stocks. Trata makes finding a bull or bear on any…