As I have pointed out before interest is the price of risk....
thus, when Anthropic is looking to cut a deal on loans (with a yield of 10%) secured on the lease income from the chips purchased through a $60bn 'debt package' with Blackstone, one might wonder what Anthropic think Blackstone know about the future?
As this is approaching junk bond returns, we can only conclude the risks around AI & associated technologies are not merely being recognised by the sceptical!
