Too big to fail
8
MENTIONS
6
EPISODES
5
PODCASTS
Search complete. 8 mentions across 6 episodes found for "Too big to fail".
Sep 25, 2026
Type Three AudioNARRATOR
The good news is it is more about the web of dependencies than it is about strict size.
Type Three AudioNARRATOR
My guess is that Nvidia, Google, Amazon, and Microsoft are fully TBTF, but that OpenAI, Anthropic, SpaceX, or Meta are not if they fail for ordinary business reasons.
Type Three AudioNARRATOR
Yes, some valuations would take a big hit, but there is no failure cascade on that basis.
Type Three AudioNARRATOR
However, a key question is what the stock market would look like if you actively tried to kill Anthropic the way we earlier feared that the Dow and White House were on the verge of trying to do.
Type 3 AudioNARRATOR
The good news is it is more about the web of dependencies than it is about strict size.
Type 3 AudioNARRATOR
My guess is that Nvidia, Google, Amazon and Microsoft are fully TBTF, but that OpenAI, Anthropic, SpaceX or Meta are not if they fail for ordinary business reasons.
Type 3 AudioNARRATOR
Yes, some valuations would take a big hit, but there is no failure cascade on that basis.
Type 3 AudioNARRATOR
However, a key question is what the stock market would look like if you actively tried to kill Anthropic the way we earlier feared that the Dow and White House were on the verge of trying to do.
Zvi MowshowitzHOST
The good news is, it is more about the web of dependencies than it is about strict size.
Zvi MowshowitzHOST
My guess is that NVIDIA, Google, Amazon, and Microsoft are fully TBTF, but that OpenAI, Anthropic, SpaceX, or Meta are not if they fail for ordinary business reasons.
Zvi MowshowitzHOST
Yes, some valuations would take a big hit, but there is no failure cascade on that basis.
Zvi MowshowitzHOST
However, a key question is what the stock market would look like if you actively tried to kill Anthropic the way we earlier feared that the DOW and White House were on the verge of trying to do.
Hugh MulzacHOST
Nah, I agree with some of that sentiment.
Hugh MulzacHOST
Nike's, the word sounds cliche, but too big to fail, in my opinion.
Hugh MulzacHOST
It's not
Dakari BoddieHOST
cliche, it's true.
Dana LoeschHOST
They're fine with things like TARP.
Dana LoeschHOST
They're fine with things like Too Big to Fail.
Dana LoeschHOST
They were fine with things like No Child Left Behind because they view government involvement.
Dana LoeschHOST
Why not? They think that it's more virtuous that it's virtuous to be able to expand and use the government if you have an R after your name.
16 MINS LATER
Dana LoeschHOST
But you have the post-conservative establishment faction of the GOP, and it is absolutely establishment.
Dana LoeschHOST
This is the same formula that was behind TARP.
Dana LoeschHOST
This is the same exact formula that was behind Too Big to Fail.
Dana LoeschHOST
And it's being applied here.
Dana LoeschHOST
TARP, a trillion dollars, guys.
Dana LoeschHOST
Too big to fail.
Dana LoeschHOST
All of this stuff, it's the same formula.
Dana LoeschHOST
These people that tell you you don't care about families unless you support this, well, then they don't care about families because they don't want to do anything necessary that actually does alleviate the pressure on families.
16 MINS LATER
Dana LoeschHOST
This is ridiculous.
Dana LoeschHOST
I went through all of this with the Tea Party.
Dana LoeschHOST
Do you guys remember all of what we got when we were protesting TARP and Too Big to Fail? Oh, my gosh.
Dana LoeschHOST
I thought I was going to be tarred and feathered.