Reposted by Philippe W. #C^3
Free newsletter: Outside of major hyperscaler backstops, I estimate that Anthropic and OpenAI would get a speculative B or CCC credit rating, which would be insufficient for the $50bn-$100bn a year they need, in an era of historically high interest rates.
www.wheresyoured.at/credit-crunch/
wheresyoured.at
https://www.wheresyoured.at/credit-crunch/
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