The Rundown 10/23/26: CoreWeave’s Debt Warning, Anthropic’s $2T IPO Bet & Elon Musk’s SpaceX Pledge

Podcast: Tank Talks By Ripple Ventures · Ripple Ventures

Opublikowano: 2026-10-23

AI demand is booming. So why is John Ruffolo watching the bond market? Welcome back to another news roundup on Tank Talks! Matt Cohen and John Ruffolo dig into the money behind the artificial intelligence boom, and whether the companies building it can make the numbers work. From Anthropic’s proposed $10 billion Nova Scotia data center campus to CoreWeave’s debt pressures and the race between OpenAI and Anthropic for investor capital, the conversation keeps coming back to one question: when does extraordinary growth turn into actual cash flow? They also unpack Anthropic’s public benefi...