Finance
HyperScaler Operating Cash Flow “Consensus” Forecast: CHART OF THE DAY
Brad DeLong · DeLong's Grasping Reality: Economy in the 2000s & Before
Sep 21, 2026 · 1 min listen · Last updated September 21, 2026
Apollo finds this time series in its incoming firehose feed flow, and reports. My reaction: WAIT!! WHAT?!?! WHERE DOES THIS COME FROM?!?! And the sudden upward bend in the net as the costs curve slows and the revenue curve accelerates is—interesting.
Listen · DeLong's Grasping Reality: Economy in the 2000s & Before
HyperScaler Operating Cash Flow “Consensus” Forecast: CHART OF THE DAY
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