{
  "generatedAt": "2026-10-22T01:47:05Z",
  "disclaimer": "Analysis and opinion, not investment advice.",
  "kind": "person",
  "slug": "mia-silverio",
  "name": "Mia Silverio",
  "role": "Prof G Markets",
  "url": "https://deepstack.ltd/people/mia-silverio/",
  "api": "https://deepstack.ltd/api/v1/entities/people/mia-silverio.json",
  "summary": "Mia Silverio is named in 8 Parts of The Buildout, most recently Part 16: The Seller Holds the Paper. Argued in Part 7 (A missing buyer), Part 9 (The owner of the agent), Part 10 (Not the customers, yet), Part 11 (A backlog is a promise), Part 15 (The two shocks compound).",
  "parts": [
    {
      "part": 7,
      "headline": "The Fed Hiked. The Long End Still Climbed.",
      "url": "https://deepstack.ltd/stories/the-fed-hiked-the-long-end-kept-climbing/"
    },
    {
      "part": 9,
      "headline": "Habit Was the Moat. Agents Are Draining It.",
      "url": "https://deepstack.ltd/stories/habit-was-the-moat/"
    },
    {
      "part": 10,
      "headline": "The Bubble Is in the Denominator",
      "url": "https://deepstack.ltd/stories/the-bubble-is-in-the-denominator/"
    },
    {
      "part": 11,
      "headline": "The Backlog Is Not the Quarter",
      "url": "https://deepstack.ltd/stories/the-backlog-is-not-the-quarter/"
    },
    {
      "part": 12,
      "headline": "The Model Is Not the Price",
      "url": "https://deepstack.ltd/stories/the-model-is-not-the-price/"
    },
    {
      "part": 13,
      "headline": "The Ratepayer Pays First",
      "url": "https://deepstack.ltd/stories/the-ratepayer-pays-first/"
    },
    {
      "part": 15,
      "headline": "Oil Is the Headline. The Real Yield Is the Bill.",
      "url": "https://deepstack.ltd/stories/oil-is-the-headline-the-real-yield-is-the-bill/"
    },
    {
      "part": 16,
      "headline": "The Seller Holds the Paper",
      "url": "https://deepstack.ltd/stories/the-seller-holds-the-paper/"
    }
  ],
  "numbers": [],
  "mentions": [
    {
      "part": 9,
      "section": "The tollbooth shifts",
      "excerpt": "Mia Silverio of Prof G Markets counts nearly $170 billion of market value added to Meta in Muse’s first two weeks.",
      "url": "https://deepstack.ltd/stories/habit-was-the-moat/"
    },
    {
      "part": 10,
      "section": "A cheap top",
      "excerpt": "Mia Silverio of Prof G Markets cited a Goldman Sachs estimate that half of this year’s earnings growth comes from AI investment, even as the other 493 companies grew profits 31.8% in the second quarter.",
      "url": "https://deepstack.ltd/stories/the-bubble-is-in-the-denominator/"
    },
    {
      "part": 10,
      "section": "Who writes the checks",
      "excerpt": "Mia Silverio’s distinction is the cleanest.",
      "url": "https://deepstack.ltd/stories/the-bubble-is-in-the-denominator/"
    },
    {
      "part": 10,
      "section": "The bill raises the rate",
      "excerpt": "Mia Silverio says that with 5.3% available on a Treasury carrying no credit risk, stock buyers demand a higher return and pay less for each dollar of profit.",
      "url": "https://deepstack.ltd/stories/the-bubble-is-in-the-denominator/"
    },
    {
      "part": 11,
      "section": "A backlog is a promise",
      "excerpt": "Mia Silverio of Prof G Markets supplied the extreme case on September 28: SB Energy has no operating data centers and a $439 billion backlog of which 9% has broken ground, and most of its contracts let the customer leave if a project runs more than a year late.",
      "url": "https://deepstack.ltd/stories/the-backlog-is-not-the-quarter/"
    },
    {
      "part": 12,
      "section": "Lede",
      "excerpt": "Mia Silverio of Prof G Markets, on October 5, set the $2 trillion valuation Anthropic is said to seek against Aswath Damodaran's estimate, which she relays, of an AI products and services market near $250 billion; nearly a quarter of Anthropic's 2025 revenue, by her count, came from two customers, and 47% of sales ran through Amazon and Google.",
      "url": "https://deepstack.ltd/stories/the-model-is-not-the-price/"
    },
    {
      "part": 13,
      "section": "The plant is late",
      "excerpt": "Mia Silverio of Prof G Markets relayed on September 28 an estimate that 30% to 50% of the data center megawatts planned to open this year will be delayed, with opposition groups in the United States above 840, from fewer than 50 at the start of 2024.",
      "url": "https://deepstack.ltd/stories/the-ratepayer-pays-first/"
    },
    {
      "part": 15,
      "section": "The two shocks compound",
      "excerpt": "Mia Silverio of Prof G Markets named the cost on October 5: an investor who can earn 5.3% on a Treasury demands more from a stock and pays less for each dollar of its earnings.",
      "url": "https://deepstack.ltd/stories/oil-is-the-headline-the-real-yield-is-the-bill/"
    },
    {
      "part": 16,
      "section": "Two labs carry the chain",
      "excerpt": "Mia Silverio of Prof G Markets wrote on October 5 that two customers supplied nearly a quarter of Anthropic's 2025 revenue and that 47% of its sales ran through Amazon and Google, a concentration a small company can live with and a company seeking a $2 trillion value cannot.",
      "url": "https://deepstack.ltd/stories/the-seller-holds-the-paper/"
    }
  ],
  "sides": [
    {
      "part": 7,
      "question": null,
      "side": "missing-buyer",
      "sideLabel": "A missing buyer",
      "claim": "Mia Silverio argues that persistent inflation concerns have pushed the U.S. 10-year Treasury yield near the closely watched 5% level for only the second time since the 2007-2008 financial crisis, and notes long-term Treasurys have returned -2%…",
      "date": "2026-09-14",
      "url": null,
      "linkVerified": false,
      "storyUrl": "https://deepstack.ltd/stories/the-fed-hiked-the-long-end-kept-climbing/",
      "sidesUrl": "https://deepstack.ltd/sides/the-fed-hiked-the-long-end-kept-climbing/"
    },
    {
      "part": 7,
      "question": null,
      "side": "missing-buyer",
      "sideLabel": "A missing buyer",
      "claim": "Canada's public pension funds are the third-largest pool of retirement savings in the world, and Canadian institutional managers are cooling on US investments: this past July Canadians sold $22 billion in US stocks, the biggest monthly sell-off…",
      "date": "2026-09-21",
      "url": "https://www.profgmedia.com/p/a-new-ai-app-beat-chatgpt-to-no-1",
      "linkVerified": true,
      "storyUrl": "https://deepstack.ltd/stories/the-fed-hiked-the-long-end-kept-climbing/",
      "sidesUrl": "https://deepstack.ltd/sides/the-fed-hiked-the-long-end-kept-climbing/"
    },
    {
      "part": 9,
      "question": "who-collects",
      "side": "owner-of-the-agent",
      "sideLabel": "The owner of the agent",
      "claim": "Muse is gaining traction: as of that Friday it ranked No. 1 in Apple's App Store ahead of ChatGPT at No. 2, Gemini at No. 8, and Claude at No. 13, and since its September 8 unveiling Meta has added nearly $170 billion in market cap and is up 9%…",
      "date": "2026-09-21",
      "url": "https://www.profgmedia.com/p/a-new-ai-app-beat-chatgpt-to-no-1",
      "linkVerified": true,
      "storyUrl": "https://deepstack.ltd/stories/habit-was-the-moat/",
      "sidesUrl": "https://deepstack.ltd/sides/habit-was-the-moat/"
    },
    {
      "part": 10,
      "question": "who-writes-the-checks",
      "side": "not-the-customers-yet",
      "sideLabel": "Not the customers, yet",
      "claim": "Anthropic's expected ~$2 trillion IPO valuation is not justified by its numbers, given that it would need $1.2 trillion in annual revenue within 10 years (per Aswath Damodaran) to justify that valuation while the entire current AI products and…",
      "date": "2026-10-05",
      "url": "https://www.profgmedia.com/p/americans-are-turning-on-ai-anthropic",
      "linkVerified": true,
      "storyUrl": "https://deepstack.ltd/stories/the-bubble-is-in-the-denominator/",
      "sidesUrl": "https://deepstack.ltd/sides/the-bubble-is-in-the-denominator/"
    },
    {
      "part": 10,
      "question": "who-writes-the-checks",
      "side": "not-the-customers-yet",
      "sideLabel": "Not the customers, yet",
      "claim": "Anthropic's customer concentration is a risk for its $2 trillion valuation: nearly a quarter of its 2025 revenue came from two customers and 47% of sales ran through Amazon and Google, which is an acceptable problem for a small company but not for…",
      "date": "2026-10-05",
      "url": "https://www.profgmedia.com/p/americans-are-turning-on-ai-anthropic",
      "linkVerified": true,
      "storyUrl": "https://deepstack.ltd/stories/the-bubble-is-in-the-denominator/",
      "sidesUrl": "https://deepstack.ltd/sides/the-bubble-is-in-the-denominator/"
    },
    {
      "part": 11,
      "question": null,
      "side": "a-backlog-is-a-promise",
      "sideLabel": "A backlog is a promise",
      "claim": "SB's backlog isn't 100% guaranteed revenue, because most of its contracts have completion time clauses letting the customer exit the agreement or get a discount if a project is delayed by more than a year.",
      "date": "2026-09-28",
      "url": "https://www.profgmedia.com/p/nobody-wants-a-data-center-not-even",
      "linkVerified": true,
      "storyUrl": "https://deepstack.ltd/stories/the-backlog-is-not-the-quarter/",
      "sidesUrl": "https://deepstack.ltd/sides/the-backlog-is-not-the-quarter/"
    },
    {
      "part": 11,
      "question": null,
      "side": "a-backlog-is-a-promise",
      "sideLabel": "A backlog is a promise",
      "claim": "SB Energy, purportedly a data center company, has zero operational data centers, and while it has a $439 billion backlog, only 9% of contracts have actually broken ground.",
      "date": "2026-09-28",
      "url": "https://www.profgmedia.com/p/nobody-wants-a-data-center-not-even",
      "linkVerified": true,
      "storyUrl": "https://deepstack.ltd/stories/the-backlog-is-not-the-quarter/",
      "sidesUrl": "https://deepstack.ltd/sides/the-backlog-is-not-the-quarter/"
    },
    {
      "part": 15,
      "question": null,
      "side": "the-two-shocks-compound",
      "sideLabel": "The two shocks compound",
      "claim": "Mia Silverio concludes that given persistent inflation (above the Fed's 2% target for 5.5 years, the longest continuous stretch in 40 years), investors should invest more aggressively in stocks and avoid holding cash in checking accounts.",
      "date": "2026-09-14",
      "url": null,
      "linkVerified": false,
      "storyUrl": "https://deepstack.ltd/stories/oil-is-the-headline-the-real-yield-is-the-bill/",
      "sidesUrl": "https://deepstack.ltd/sides/oil-is-the-headline-the-real-yield-is-the-bill/"
    }
  ],
  "coverage": null,
  "lastUpdated": "2026-10-22"
}