Ed Zitron(@edzitron):Joined @JackFarley96 on Monetary Matters to talk about Anthropic's $8bn in 2025 losses/$400bn+ in non-cancellable commitments, the skyrocketing cost of AI debt, Oracle's distressed debt, and why the more GPUs they buy, the more expensive everything gets.

Ed Zitron

@edzitron

Newsletter - Better Offline Podcast - - CEO at

가입 December 2008

5.6K 팔로잉 중 160.7K 팬

Ed Zitron@edzitron

2026.10.02 00:19

Joined @JackFarley96 on Monetary Matters to talk about Anthropic's $8bn in 2025 losses/$400bn+ in non-cancellable commitments, the skyrocketing cost of AI debt, Oracle's distressed debt, and why the more GPUs they buy, the more expensive everything gets.

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