Data Center Fragility
Benny & The Squirrel: Ep. 57
In Episode 57: Ameesh Agarwal (CIO, University Place Asset Management) joins Benny and the 🐿️ to dissect the economics of AI data center investing. His firm underwrites the base infrastructure layer — shell, power, and location — avoiding GPU exposure due to uncertain 4–7 year depreciation cycles and negative unit economics.
We discussed the short case against Coreweave (CRWV) in depth.
The show was recorded at 6pm EST on Wednesday 3rd June, 2026.
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