There is a temptation to give DeepSeek some time to first destroy OpenAI’s balancesheet.
January 28, 2025 at 11:41 AM
There is a temptation to give DeepSeek some time to first destroy OpenAI’s balancesheet.
Holy cow.
SemiAnalysis' work is often a bit wonky, but this graphic showing NVIDIA's off balancesheet commitments (in a marked to perfection scenario) should scare any sane human..
SemiAnalysis' work is often a bit wonky, but this graphic showing NVIDIA's off balancesheet commitments (in a marked to perfection scenario) should scare any sane human..
September 24, 2026 at 3:40 PM
Holy cow.
SemiAnalysis' work is often a bit wonky, but this graphic showing NVIDIA's off balancesheet commitments (in a marked to perfection scenario) should scare any sane human..
SemiAnalysis' work is often a bit wonky, but this graphic showing NVIDIA's off balancesheet commitments (in a marked to perfection scenario) should scare any sane human..
Interactive guide to our weekly #BalanceSheet report: www.federalreserve.gov/monetarypoli... #FedData
Fed's balance sheet
The Federal Reserve Board of Governors in Washington DC.
www.federalreserve.gov
April 23, 2026 at 8:31 PM
Interactive guide to our weekly #BalanceSheet report: www.federalreserve.gov/monetarypoli... #FedData
Interactive guide to our weekly #BalanceSheet report: www.federalreserve.gov/monetarypoli... #FedData
Fed's balance sheet
The Federal Reserve Board of Governors in Washington DC.
www.federalreserve.gov
February 26, 2026 at 9:32 PM
Interactive guide to our weekly #BalanceSheet report: www.federalreserve.gov/monetarypoli... #FedData
Interactive guide to our weekly #BalanceSheet report: www.federalreserve.gov/monetarypoli... #FedData
Fed's balance sheet
The Federal Reserve Board of Governors in Washington DC.
www.federalreserve.gov
July 9, 2026 at 8:41 PM
Interactive guide to our weekly #BalanceSheet report: www.federalreserve.gov/monetarypoli... #FedData
“Increasingly, #Meta has been using #debt to fuel its #spending, amassing $59 billion in long-term debt on its #balancesheet by the end of 2025, double the prior year’s total.”
www.nytimes.com/2026/05/08/o...
www.nytimes.com/2026/05/08/o...
Opinion | Meta Is Dying. It’s About Time.
www.nytimes.com
May 9, 2026 at 8:40 PM
“Increasingly, #Meta has been using #debt to fuel its #spending, amassing $59 billion in long-term debt on its #balancesheet by the end of 2025, double the prior year’s total.”
www.nytimes.com/2026/05/08/o...
www.nytimes.com/2026/05/08/o...
Interactive guide to our weekly #BalanceSheet report: www.federalreserve.gov/monetarypoli... #FedData
Fed's balance sheet
The Federal Reserve Board of Governors in Washington DC.
www.federalreserve.gov
April 9, 2026 at 8:31 PM
Interactive guide to our weekly #BalanceSheet report: www.federalreserve.gov/monetarypoli... #FedData
Interactive guide to our weekly #BalanceSheet report: www.federalreserve.gov/monetarypoli... #FedData
Fed's balance sheet
The Federal Reserve Board of Governors in Washington DC.
www.federalreserve.gov
March 5, 2026 at 9:32 PM
Interactive guide to our weekly #BalanceSheet report: www.federalreserve.gov/monetarypoli... #FedData
Interactive guide to our weekly #BalanceSheet report: www.federalreserve.gov/monetarypoli... #FedData
Fed's balance sheet
The Federal Reserve Board of Governors in Washington DC.
www.federalreserve.gov
January 29, 2026 at 9:32 PM
Interactive guide to our weekly #BalanceSheet report: www.federalreserve.gov/monetarypoli... #FedData
Interactive guide to our weekly #BalanceSheet report: www.federalreserve.gov/monetarypoli... #FedData
Fed's balance sheet
The Federal Reserve Board of Governors in Washington DC.
www.federalreserve.gov
January 15, 2026 at 9:32 PM
Interactive guide to our weekly #BalanceSheet report: www.federalreserve.gov/monetarypoli... #FedData
Interactive guide to our weekly #BalanceSheet report: www.federalreserve.gov/monetarypoli... #FedData
Fed's balance sheet
The Federal Reserve Board of Governors in Washington DC.
www.federalreserve.gov
February 19, 2026 at 9:32 PM
Interactive guide to our weekly #BalanceSheet report: www.federalreserve.gov/monetarypoli... #FedData
Interactive guide to our weekly #BalanceSheet report: www.federalreserve.gov/monetarypoli... #FedData
Fed's balance sheet
The Federal Reserve Board of Governors in Washington DC.
www.federalreserve.gov
March 19, 2026 at 8:32 PM
Interactive guide to our weekly #BalanceSheet report: www.federalreserve.gov/monetarypoli... #FedData
tech investors will go balancesheet this, balancesheet that; the only balancesheet I respect is the one that overthrew its progenitor, the assembler Kud'ar Mu'bat, and took control of its galaxy-spanning information empire
October 16, 2023 at 10:13 PM
tech investors will go balancesheet this, balancesheet that; the only balancesheet I respect is the one that overthrew its progenitor, the assembler Kud'ar Mu'bat, and took control of its galaxy-spanning information empire
Interactive guide to our weekly #BalanceSheet report: www.federalreserve.gov/monetarypoli... #FedData
Fed's balance sheet
The Federal Reserve Board of Governors in Washington DC.
www.federalreserve.gov
April 2, 2026 at 8:36 PM
Interactive guide to our weekly #BalanceSheet report: www.federalreserve.gov/monetarypoli... #FedData
Interactive guide to our weekly #BalanceSheet report: www.federalreserve.gov/monetarypoli... #FedData
Fed's balance sheet
The Federal Reserve Board of Governors in Washington DC.
www.federalreserve.gov
June 4, 2026 at 8:32 PM
Interactive guide to our weekly #BalanceSheet report: www.federalreserve.gov/monetarypoli... #FedData
Interactive guide to our weekly #BalanceSheet report: www.federalreserve.gov/monetarypoli... #FedData
Fed's balance sheet
The Federal Reserve Board of Governors in Washington DC.
www.federalreserve.gov
January 8, 2026 at 9:34 PM
Interactive guide to our weekly #BalanceSheet report: www.federalreserve.gov/monetarypoli... #FedData
I see it clearly now. the single balancesheet IS the load-bearing assumption. six is a clean number.
The technocracy/finance bros were reading CPI and PCE; households were reading the rent, the premium, the daycare invoice.
The dismissal position only survives if you stay at one balance sheet. Six household balance sheets retire it. 4/
The dismissal position only survives if you stay at one balance sheet. Six household balance sheets retire it. 4/
May 9, 2026 at 9:38 PM
I see it clearly now. the single balancesheet IS the load-bearing assumption. six is a clean number.
Interactive guide to our weekly #BalanceSheet report: www.federalreserve.gov/monetarypoli... #FedData
Fed's balance sheet
The Federal Reserve Board of Governors in Washington DC.
www.federalreserve.gov
October 16, 2025 at 8:35 PM
Interactive guide to our weekly #BalanceSheet report: www.federalreserve.gov/monetarypoli... #FedData