Top all-time · #24510
Olga Usvyatsky
Personal blog · deepquarry.substack.comeconomicsdata
Olga Usvyatsky writes Deep Quarry, a personal blog at deepquarry.substack.com about economics and data. Since 2026, 3 different Hacker News readers have linked it 4 times. It is still writing: the last post was on 2026-10-28, and you can follow it by feed.
Too few sampled comments (1) to say how often HN recommends it.?
Why HN links it
HN readers link this Substack post on AI companies' debt and hidden liabilities. One commenter raises depreciation of datacenter and GPU assets as a further accounting concern.
Summarised by Claude from a sample of 1 HN comments that link here. Each comment is marked recommending, critical or neutral (citing without judging); how this works.
Using data to uncover trends in disclosure and reporting.
What Hacker News says?
If you're talking about dodgy accounting at hyperscalers, a larger worry might be that they are overstating profits by depreciating their assets (such as datacenters and CPUs/GPUs) too slowly. Estimates are that this could overstate profits by tens of percent. (However, this only allows earnings to be "pulled forward" - sooner or later the servers must be written off and the accounting catches up.) See e.g. https://…
Comment linking /p/depreciation-of-gpus-between-useful
on “AI Companies Are Trying to Hide a Staggering Amount of Debt”Submitted CoreWeave walks a debt tightrope, counting on key customers to be its safety net as a story · 2 points
HN discussionSubmitted What can and can't be said about revenues at OpenAI and Anthropic as a story · 1 points
HN discussionSubmitted CoreWeave walks a debt tightrope, counting on key customers to be its safety net as a story · 1 points
HN discussion