Post
Ed Zitron
edzitron.com
did:plc:qc6xzgctorfsm35w6i3vdebx
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/
https://www.wheresyoured.at/credit-crunch/
2026-10-06T15:07:56.669Z