Ed Zitron(@edzitron):Here's my full chat with @juleshyman, @Pras_S and @byjakeconley on @YahooFinance about Anthropic and OpenAI's IPOs, how they'll both need hundreds of billions in debt to keep up with their $1.3tn in obligations, and NVIDIA's GPU channel stuffing operation.

Ed Zitron

@edzitron

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Ed Zitron@edzitron

2026.10.23 15:56

Here's my full chat with @juleshyman, @Pras_S and @byjakeconley on @YahooFinance about Anthropic and OpenAI's IPOs, how they'll both need hundreds of billions in debt to keep up with their $1.3tn in obligations, and NVIDIA's GPU channel stuffing operation.