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Anna Foard

Oct 14, 2026

ZachHOST
32:58
So if they're able to cut that, at least for a little while, they can temporarily demonstrate that they're making money and therefore try to unlock these things like this $2 trillion value that Anthropic thinks it's worth, which is crazy.
33:12
I want to pause there because I was going to ask, but you really answered it.
33:18
I was going to ask, but I think this is a question everyone should ask, and that's why I'm going to pause, is is when you hear a company say something like, okay, it's gonna end all humanity or whatever the differing claims are, I want people to ask themselves why they might.
33:40
And what you said is true because it's like, well, wait a second.
33:43
They're building the thing.
33:44
They're still shipping the things.
33:46
Why would they say that? And honestly, I'm with you 100%.

12 MINS LATER

ZachHOST
45:29
So then the two major hyperscalers had to dial that back and say, okay, sorry, we're not actually going to charge you slightly more, even though it's nowhere close to what we have to charge you to actually make money.

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