Episode Details

The AI data centre business is solid, honest

https://pivot-to-ai.com/2026/02/26/blue-owl-wont-give-your-money-back-this-is-fine/ - blog post 

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Sources:

• Meta Announces Joint Venture with Funds Managed by Blue Owl Capital to Develop Hyperion Data Center https://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 https://www.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 https://www.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 https://www.ft.com/content/8c953f6d-3d30-4657-bda1-ba4c2911c8d8
• Blue Owl Anxiety Rattles $1.8 Trillion Private Credit Market https://www.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 https://www.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 https://pivot-to-ai.com/2026/02/12/saaspocalypse-investors-overspend-badly-on-software-companies-and-blame-ai/
• video: https://www.youtube.com/watch?v=_DYFmohEZHw&list=UU9rJrMVgcXTfa8xuMnbhAEA
• The AI Scare Trade — the all-purpose excuse for number go down https://pivot-to-ai.com/2026/02/17/the-ai-scare-trade-the-all-purpose-excuse-for-number-go-down/
• video: https://www.youtube.com/watch?v=VBj9sBLwb3c&list=UU9rJrMVgcXTfa8xuMnbhAEA

Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA