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Warden Capital

Warden Capital is named in 2 Parts of The Buildout, most recently Part 12: The Model Is Not the Price. Argued in Part 4 (The return is not there).

In 2 parts of The Buildout: Part 12, Part 04 · Updated Oct 22, 2026

What Warden Capital argued

On the record, by story.

Paraphrased and attributed, with the date and a link where one exists. DeepStack keeps no score of who was right; the dated tests do that work in the open.

  1. Part 04 · The return is not thereJul 22, 2026

    Warden Capital argues the AI investment cycle cannot earn a reasonable return absent AGI within a few years: at roughly $700 billion per year of investment, model providers would need about $1 trillion in annual end AI revenue by 2029, ramping…

    AI Spending Has Met Its First Real Bill Who is on each side Source

  2. Part 04 · The return is not thereJul 22, 2026

    Warden Capital says they are relatively confident the AI boom ends in a bust but do not know when, are not certain it causes a US recession, and cannot judge how deep one would be; they add that the debt-heavy neocloud and datacenter financing…

    AI Spending Has Met Its First Real Bill Who is on each side Source

In The Buildout

Where Warden Capital appears.

One line per story, from the story itself.

  1. Part 12The filing sets the price

    Warden Capital, on July 22, put the model providers' required end revenue near $1 trillion by 2029 on roughly $700 billion a year of investment.

    The Model Is Not the Price

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