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cmiles8 2 hours ago

Kind of, but there are limits. The investors still have LPs who aren’t going to be happy if things get messy. Things can still get really ugly even for a private company.

azemetre an hour ago | parent | next [-]

Most of the credit being throwing around isn't coming from traditional banking companies, mostly private credit being utilized.

Private credit isn't really unregulated.

If you're interested in learning more I believe Matt Stoller has written a few articles about the private credit markets.

sethops1 an hour ago | parent | prev [-]

The LPs are eyeing that $1 trillion IPO to dump on retail. They don't care what Sam says until then.

cmiles8 4 minutes ago | parent [-]

That ship has sailed. CNBC talks about the AI bubble and over-valuation every day. Retail investors won’t touch OpenAI. It’s increasingly looking like these LPs will be, to quote a great movie about the financial crisis, “left holding the greatest bag of odorus excrement in the history of capitalism.”