What podcasts say about Heath Moss
Every statement, with the speaker, the exact quote and the moment it was said.
What Heath Moss has said on podcasts
13 statements · 4 positive · 6 negative · 3 neutral
Firmus’s IPO was heavily valued and primarily based on promises.
“What was basically an IPO, a very heavily valued IPO built on basically a promise. That's it.”
Open the episode · Theory of Thing: A Firm No for FirmusListen at 2:09
Firmus would need to fund $50–70 billion of capex over three to five years.
“It's just like, you know, how are you going to fund this? Outside of the IPO, how are you going to fund – I think it was like $50 to $70 billion of capex over the next – five years or three to five years.”
Open the episode · Theory of Thing: A Firm No for FirmusListen at 3:57
Firmus IPO investors would likely face dilution from future fundraising.
“So IPO listers would have been diluted out of their holdings over the next few years.”
Open the episode · Theory of Thing: A Firm No for FirmusListen at 4:12
Firmus’s operating data centers were small and located outside Australia.
“the couple of data centers they had going were tiny in terms of the operation and not in Australia”
Open the episode · Theory of Thing: A Firm No for FirmusListen at 4:21
Firmus was seeking an unattractive valuation versus listed Australian data-center peers.
“I couldn't believe what they were asking for and valuations have asked for when, how cheaply you can buy those other listed entities already.”
Open the episode · Theory of Thing: A Firm No for FirmusListen at 4:43
Google still uses some GPUs that are eight to nine years old.
“Google have got GPUs at the moment that are eight, nine years old that they're still using”
Open the episode · Theory of Thing: A Firm No for FirmusListen at 7:08
CoreWeave extended the useful life of many GPUs by three years.
“CoreWeave. have just extended the life of a lot of their GPUs for another three years.”
Open the episode · Theory of Thing: A Firm No for FirmusListen at 7:14
Five to six years is currently a justifiable GPU depreciation period.
“for now, I think five, six years is a thing.”
Open the episode · Theory of Thing: A Firm No for FirmusListen at 7:33
Megaport depreciates GPUs over two to three years, matching associated contracts.
“they're depreciating their GPUs over two to three years in line with contracts associated with those GPUs.”
Open the episode · Theory of Thing: A Firm No for FirmusListen at 7:51
OpenAI’s lower reported revenue does not indicate company slowdown.
“I don't think it is the company slowing down or anything.”
Open the episode · Theory of Thing: A Firm No for FirmusListen at 13:18
Long-term bond yields appear near a top, potentially supporting bonds.
“they all look very topy to me. So we could see some bond support here”
Open the episode · Theory of Thing: A Firm No for FirmusListen at 17:26
Structural support remains for gold, making current levels attractive for accumulation.
“The structural tailwinds behind gold are still there. So happy sort of accumulator of gold at these levels.”
Open the episode · Theory of Thing: A Firm No for FirmusListen at 18:21
Shipping costs and insurance are currently keeping oil prices elevated.
“The only thing keeping oil prices high now are shipping costs and insurance, really.”
Open the episode · Theory of Thing: A Firm No for FirmusListen at 19:30
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.