Caroline Hyde
speaker
8,902 appearances
181 recordings
4 series
first heard Aug 2025
last heard 12 Jun
Caroline Hyde’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 179 in all, peaking in Jan 2026 with 39.
Appearances
They commit a certain amount up front.
They just raise capital at a lower cost of capital than they've raised because they're getting these from some of the best companies in the world.
And again, I think the CEO has said this repeatedly, Michael, which is, you know, these are contracted, committed contracts that are legally stamped that they can't turn back on.
And so, you know, look, the long term question of what does the margin look like and can they produce an incredible software like business like what Amazon and Azure did at Microsoft?
That's the real question.
I think they're leaning that way.
And if they do this.
The stock could even go a lot higher.
And right now we don't have proof that like that is completely off the ground and is flying with no turbulence.
I think that's the direction.
And if they pull this off, which is today, they build the infrastructure and then tomorrow they're building and capturing the software.
These workloads will not move and they will stay with them for a long time.
So that's the real question.
So I'd say tactically, in a really good spot, I think long term, we all have questions about what the model, what the business looks like.
But when you have CapEx going up 70% for the industry, we're going to spend $700 billion.
And this company has, you know, a $50 to $60 billion market cap, and they have $90 billion contracted backlog.
Plus, like, I think it pretty much tells you a signal like the stock's going higher.
Yeah.
Talk to us about how Anthropic started the week, and it felt like a very long week, but if I cast our minds back, they were part of the Google and Broadcom announcement, and the idea that they're going to be using ever more TPUs, perhaps coming from Google, which are, of course, formed by Broadcom.
How much of a need is there for Anthropic to get the compute right now?
Showing 1521–1540 of 8,902 · page 77 of 446
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