EP 648 : Broadcom Funds $42B Anthropic Chip Lease, DoorDash Drone Delivery, Figure Robot Meltdown
What happens when a chip giant bankrolls its own biggest AI customer, drones start delivering your dinner, and a robot fleet meets a fiery Terminator‑style end? In this episode we unpack Broadcom’s jaw‑dropping $42 billion financing deal that could turn Anthropic into its largest chip‑design client, locking both parties into a five‑year, $125 billion compute lease. We break down why this circular financing blurs the line between supplier and demand, and what it means for investors watching AI‑driven growth. Next up, DoorDash just earned FAA Part 135 certification, clearing the way for…
The skinny
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