Uploaded February 2026 | Updated September 2026, 12 hours ago
The AI data centre business is solid, honest
pivot-to-ai.com/2026/02/26/blue-owl-wont-give-your-money-back-this-is-fine - blog post
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Send in your story tips: dgerard@gmail.com
Sources:
Meta Announces Joint Venture with Funds Managed by Blue Owl Capital to Develop Hyperion Data Center investor.atmeta.com/investor-news/press-release-details/2025/Meta-Announces-Joint-Venture-with-Funds-Managed-by-Blue-Owl-Capital-to-Develop-Hyperion-Data-Center/default.aspx
Blue Owl’s Woes Expose Private Credit Risks for Retail Investors bloomberg.com/news/articles/2026-02-19/blue-owl-redemption-halt-stirs-private-credit-unease
Certain Blue Owl BDCs to Sell $1.4 Billion of Assets to Institutional Investors blueowl.com/news/certain-blue-owl-bdcs-sell-14-billion-assets-institutional-investors
Blue Owl private credit fund merger leaves some investors facing 20% hit ft.com/content/8c953f6d-3d30-4657-bda1-ba4c2911c8d8
Blue Owl Anxiety Rattles $1.8 Trillion Private Credit Market bloomberg.com/news/features/2026-02-22/blue-owl-redemptions-halt-intensifies-private-credit-fears
Blue Owl Eyes New Deals as It Pushes Deeper Into AI Boom theinformation.com/articles/blue-owl-eyes-new-deals-pushes-deeper-ai-boom
Previously on Pivot to AI:
SaaSpocalypse: investors overspend badly on software companies and blame AI pivot-to-ai.com/2026/02/12/saaspocalypse-investors-overspend-badly-on-software-companies-and-blame-ai
video: youtube.com/watch?v=_DYFmohEZHw&list=UU9rJrMVgcXTfa8xuMnbhAEA
The AI Scare Trade — the all-purpose excuse for number go down pivot-to-ai.com/2026/02/17/the-ai-scare-trade-the-all-purpose-excuse-for-number-go-down
video: youtube.com/watch?v=VBj9sBLwb3c&list=UU9rJrMVgcXTfa8xuMnbhAEA
Full Pivot to AI playlist: youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA
Audio-only podcast: pivottoai.libsyn.com
Apple Podcasts: podcasts.apple.com/us/podcast/pivot-to-ai/id1844698298
The AI data centre business is solid, honest
pivot-to-ai.com/2026/02/26/blue-owl-wont-give-your-money-back-this-is-fine - blog post
Patreon: patreon.com/davidgerard
Ko-Fi: ko-fi.com/A1529D5
Buy us useful things: amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6
Get an extremely cool Pivot to AI shirt or mug: pivot-to-ai.redbubble.com
Send in your story tips: dgerard@gmail.com
Sources:
Meta Announces Joint Venture with Funds Managed by Blue Owl Capital to Develop Hyperion Data Center investor.atmeta.com/investor-news/press-release-details/2025/Meta-Announces-Joint-Venture-with-Funds-Managed-by-Blue-Owl-Capital-to-Develop-Hyperion-Data-Center/default.aspx
Blue Owl’s Woes Expose Private Credit Risks for Retail Investors bloomberg.com/news/articles/2026-02-19/blue-owl-redemption-halt-stirs-private-credit-unease
Certain Blue Owl BDCs to Sell $1.4 Billion of Assets to Institutional Investors blueowl.com/news/certain-blue-owl-bdcs-sell-14-billion-assets-institutional-investors
Blue Owl private credit fund merger leaves some investors facing 20% hit ft.com/content/8c953f6d-3d30-4657-bda1-ba4c2911c8d8
Blue Owl Anxiety Rattles $1.8 Trillion Private Credit Market bloomberg.com/news/features/2026-02-22/blue-owl-redemptions-halt-intensifies-private-credit-fears
Blue Owl Eyes New Deals as It Pushes Deeper Into AI Boom theinformation.com/articles/blue-owl-eyes-new-deals-pushes-deeper-ai-boom
Previously on Pivot to AI:
SaaSpocalypse: investors overspend badly on software companies and blame AI pivot-to-ai.com/2026/02/12/saaspocalypse-investors-overspend-badly-on-software-companies-and-blame-ai
video: youtube.com/watch?v=_DYFmohEZHw&list=UU9rJrMVgcXTfa8xuMnbhAEA
The AI Scare Trade — the all-purpose excuse for number go down pivot-to-ai.com/2026/02/17/the-ai-scare-trade-the-all-purpose-excuse-for-number-go-down
video: youtube.com/watch?v=VBj9sBLwb3c&list=UU9rJrMVgcXTfa8xuMnbhAEA
Full Pivot to AI playlist: youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA
Audio-only podcast: pivottoai.libsyn.com
Apple Podcasts: podcasts.apple.com/us/podcast/pivot-to-ai/id1844698298
