Better Offline - Monologue: Anthropic's $413bn Burden
In this week's Better Offline monologue, Ed Zitron talks about Anthropic’s $413 billion in non-cancellable compute commitments, and how its future depends on the impossible task of borrowing $50 billion to $100 billion a year from a bond market that’s already strained by endless AI data center debt. Link to details on contracts: https://bsky.app/profile/edzitron.com/post/3mwoc3p2b2s2mNewsletter: Dead Money: https://www.wheresyoured.at/dead-money/ Save $10 off a year of my premium newsletter: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1 YOU CAN NOW…
The skinny
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