Big Technology Podcast/
Big Tech’s Insane Hidden AI Spending, Ranking Anthropic vs. OpenAI, AI For Travel Debate
Big Tech is using leases, debt, and financing vehicles to build AI infrastructure far beyond what appears on balance sheets, with Meta’s Hyperion project serving as the clearest example. The second half of the episode compares Anthropic’s surging revenue to OpenAI’s churn and slower growth, then argues that travel is an unusually strong real-world benchmark for AI products.