Topic
Big Tech Capex
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.
Big Technology Podcast
What Happens If AI Fails?, Subprime Data Center Crisis, How Bad Can SpaceX Get?
Alex Kantrowitz and Ranjan Roy debate whether AI spending could tip markets and the real economy into a downturn, focusing on wealth effects, Google’s capex surge, and frontier-lab profitability. They then unpack a "subprime data center" financing structure and end by speculating about OpenAI acquisitions and a potential Tesla-SpaceX merger.