Esther Luz
Esther Luz is a business journalist based in New York who covers financial markets, institutional investment, and private capital. She is currently a contributor at TheStreet and has reported for PitchBook, where her work includes analysis of AI infrastructure and IPO trends. She is also a reporter at Pensions & Investments and a former hedge fund professional pursuing a master's degree in business journalism at New York University.
“Holding the hardware in the SPV keeps it off Anthropic's balance sheet — useful for a company preparing to list on a market where companies with high debt loads are often punished by investors. ... The use of off-balance-sheet financing has also set alarm bells ringing among regulators.”
AI-extracted from podcast / newsletter / paper summaries. May contain errors.