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
about how much access we are going to be given to capital as we continue to execute on this strategy.
And people are really confident the cost of capital keeps coming down in our ability to kind of drive the compute that is so dear to all of these model creators and people who are producing product for artificial intelligence.
As the cost of capital comes down a tad more, how much more money do you need to get from the debt markets, Michael?
Yeah, so look, our strategy continues to be success-driven, right?
And so we go out and we execute a contract like the one we just did with Meta.
And now with that contract in hand, we will go into the capital markets and we will raise debt that will be at a very low cost of capital to be able to build the infrastructure to deliver on that contract.
Each of our contracts are profitable and drive wonderful return and
At the parent co, we're just looking to continue to scale into this unique opportunity to kind of build an enormous company that is instrumental in delivering infrastructure to the world.
How much does Anthropic need?
So we're not at liberty to speak to the size of that contract.
It is a multi-billion dollar contract, but really much more importantly than that, from our perspective, this is the first contract that we've executed with them.
It's the first time that they've used somebody out of one of their core investors, and they came to us because of the quality of the infrastructure and the software solutions that we provide.
And so we just think it's an incredible vote of confidence from one of the most important lands in the world,
And we think that it's going to be a launch pad for additional business between us and them, just as every other client that we've brought on, really all the major clients.
They come on, they do a contract with us, and it's a land and expand strategy for both parties.
We really build from that into a very broad-based relationship where we become an integral part of their infrastructure strategy.
Let's talk about Mythos.
Does the slow unveil of the model to unique partners, does that signal an issue with compute?
So look, the strategy that Anthropic is using as they kind of bring their products to market is really, it's their strategy.
Our job in this ecosystem is to provide as much infrastructure at the highest quality that we can.
Showing 1721–1740 of 8,902 · page 87 of 446
← Previous
Next →