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The Moonshots Podcast, Part 1: Neoclouds, Anthropic, and Who Pays
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Connor With Honor here. I listened to the Moonshots podcast with Peter Diamandis and the panel, and in Part 1 I walk through what they said and what I think they missed.
We start with neoclouds. They are companies that borrowed money to buy NVIDIA chips and rent them out, which looks a lot like an investor who buys 40 rentals on credit and bets rents keep climbing. The panel says neocloud stocks are down 30 to 40 percent and expects about 200 of them to fold or merge.
Then the Anthropic IPO filing and the Long-Term Benefit Trust, distillation and…
The skinny
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