Vincent Daniel: AI Buildout Credit Risks Are a Feature, Not a Bug

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**Dan Nathan** (1:46)
Is this AI build the perfect Ponzi scheme?

**Vincent Daniel** (1:49)
No, I don't think it's a Ponzi scheme. I think it's a debt and fuel capex initiative.

**Dan Nathan** (1:56)
So a shell game, maybe?

**Vincent Daniel** (1:57)
It's got credit risk. That's what I see. I see building credit risk. And this seems to be, you would know this better than me, a bigger infrastructure layout than even.com. I might be wrong about that.

**Dan Nathan** (2:08)
Oh, it's magnitudes.

**Vincent Daniel** (2:10)
Not even even adjusted for inflation, right? Like it seems magnitudes larger.
My big concern is I don't see the employment offsets associated with it, if it works. I just don't see where the jobs are going to come from, if this works.

**Dan Nathan** (2:29)
Welcome to the Risk Reversal Podcast. I'm Dan Nathan and that is Guy Adami.

**SPEAKER_1** (2:33)
More importantly, the great Vincent.

**Vincent Daniel** (2:35)
Don't bury the lead.

**SPEAKER_1** (2:37)
Well, don't bury the lead because he's here. Vinny's here.

**Dan Nathan** (2:39)
Vincent Daniel, Seawolf, partner of Porta Collins.

**Vincent Daniel** (2:42)
Correct.

**Dan Nathan** (2:43)
Ex-partner of Danny Moses.

**Vincent Daniel** (2:46)
Still partners in the US.

**Dan Nathan** (2:47)
Well, that's where I was going to go. Okay.

**SPEAKER_1** (2:49)
So lifelong MetFan, lifelong JetFan, lifelong Knicks fan.

**Vincent Daniel** (2:54)
Can I get a little love here? Yes, you can. Give me that right there.

**SPEAKER_1** (2:57)
Before we get into it.

**Dan Nathan** (2:58)
Well, we're not going to tease this.
He's got the sub stack, which is, what are we doing? You just call it WOD. So you can go and find that on the sub stack. Friday afternoons, they have a Friday Night Dirty that comes out, which is a podcast.

**Vincent Daniel** (3:13)
That should be a drink.

**SPEAKER_1** (3:14)
They should name a drink the Friday Night Dirty.

**Vincent Daniel** (3:16)
I agree.

**SPEAKER_1** (3:17)
That would be fantastic.

**Vincent Daniel** (3:18)
I was also thinking about, if we were to change the name, we would call it the Three Donkeys. So we have this logo.

**SPEAKER_1** (3:24)
Well, it's interesting.

**Vincent Daniel** (3:24)
Of a donkey, right? And it's perfect. Danny's son make it the Three Donkeys.

**SPEAKER_1** (3:29)
That could work.

**Vincent Daniel** (3:30)
And I think it does.

**SPEAKER_1** (3:31)
Before we get into the market stuff, I've said this, I'll say it again, because I'm not saying this to be a wise guy. You would be the perfect general manager of the New York Mets. Now, before you push back on me, you're brilliant. Yes or no?
Yes. The answer is an emphatic yes. I care a lot about you understand the fan base as well as anybody. And you understand the sport, the things you need help with like salary, net salary cap, but contracts and how you farm people back and forth. Other people can do that.

**Vincent Daniel** (4:02)
You need some scouts too.

**SPEAKER_1** (4:04)
You know, Stevie Cohen, if he were smart because the guy now is a disaster fan base hates him turned on him like nobody's business. Yeah. You would be perfect for that. So I'm just putting it out there, Dan. And now we can go on to market.