Google is mentioned as the provider of custom AI chips that Anthropic is purchasing through a debt deal.
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The creator discusses Anthropic's recent funding rounds and a significant debt deal structured by Apollo to...
Jun 2, 2026
The creator discusses Anthropic's recent funding rounds and a significant debt deal structured by Apollo to purchase Google's AI chips, with Broadcom acting as a backstop. While bullish on Anthropic long-term, the creator advises caution on IPO day due to retail acting as exit liquidity.
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OpenAI is seen as a competitor to Anthropic in the AI race, with Anthropic currently leading in valuation, revenue, and model quality.
Broadcom is acting as a backstop for Anthropic's debt deal, meaning they will cover losses if Anthropic cannot pay for the Google AI chips.
The creator is extremely bullish on Anthropic long-term, viewing it as a leader ahead of OpenAI in valuation, revenue, and model quality, but advises caution on IPO day.
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