Ryan Miller

speaker

4,581 appearances 12 recordings 2 series first heard Mar 2026 last heard 10 Aug

Ryan Miller’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 12 in all, peaking in Jul 2026 with 4.

newest first · ▶ plays the moment

Forty to fifty nine, be very careful because that is equity risk wearing infrastructure clothing.

Below forty, that's a bubble beta.

That is a bet, not an allocation.

Walk away, keep your powder dry.

That's what I would do, just in my opinion.

So print that scorecard out, keep it right next to you, and run the very next AI deal that crosses your desk straight through it.

I promise you, you will see that deal in a way that you simply did not see it before.

Let me show you how this actually works live, because a framework is useless until you run it on a real deal.

So picture this.

A sponsor walks into your office and brings you a data center development deal of a lifetime.

And the pitch is gorgeous.

Sixteen percent projected IRR, brand new facility, AI demand through the roof, charts are pointing up and to the right.

Now the amateur hears 16% and says yes before the sponsor even finishes the sentence.

You don't.

You pull out the scorecard, contracted cash flow.

You see the offtake.

Turns out there's a letter of intent, but no signed long term contract yet.

That's maybe a four out of 10.

Not the way they want you to assume.

Counterparty Credit, the anchor tenant, is a well funded startup, not an investment grade hyperscaler.

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