Debt Markets Q&A

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Hey folks,

We've gotten a number of people asking us about how to protect themselves against debt markets freezing up for compute https://evanjconrad.com/posts/end-of-startups.

We're starting to see requirements for investment grade or near investment grade tenants, which startups do not have. You may be experiencing this as clouds asking you for increasingly larger prepayments.

We're hosting an off-the-record Q&A event https://luma.com/x2m0vn3r tonight, the 29th, in San Francisco, to dive behind the scenes of what's happening. We'd love to see you.

-Evan




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nse/sf-compute/2026-10-29/5525

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San Francisco Compute · hello@sfcompute.com

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29 October 2026 · 21:00 UTC