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Distillate Capital Partners LLC is named in 2 Parts of The Buildout, most recently Part 16: The Seller Holds the Paper. Argued in Part 12 (The filing sets the price), Part 16 (The seller funds its demand).
What Distillate Capital Partners LLC argued
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Part 16 · The seller funds its demandJul 15, 2026also Part 12
Circular financing distorts the picture: hyperscalers and NVIDIA have committed roughly $180 billion to OpenAI and Anthropic, which pledge about $1.1 trillion of compute spending back to them against far smaller revenues, and $53 billion of…
In The Buildout
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Part 16The seller funds its demand
Distillate Capital Partners LLC wrote on July 15 that hyperscalers and Nvidia had committed about $180 billion to OpenAI and Anthropic, which pledged about $1.1 trillion of compute spending back.
The Seller Holds the PaperPart 12Lede
Distillate Capital Partners LLC, on July 15, counted roughly $180 billion committed by the hyperscalers and Nvidia to the two labs, about $1.1 trillion of compute pledged back, and $53 billion of first-quarter hyperscaler net income, 34% of the total, booked as non-cash marks on those stakes.
The Model Is Not the PriceFollow
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