{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/64c1fb4a8e16bd00116ffd75/6a73fa09c3e1347e8b3eca7a?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Elon's Nvidia Bet vs Google's $200B Anthropic Scheme","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/64c1fb4a8e16bd00116ffd75/1785989198093-7ea24768-ab6b-4c27-b32c-411ea3f825cd.jpeg?height=200","description":"<p>SpaceX just hit a record low the same week 911 million insider shares unlock, and Elon Musk responded by betting the entire company on a single chip supplier. Across town, Google made the opposite bet: a $200 billion financing scheme built to keep Anthropic off exactly that supplier. One of these companies is paying a borrowing-rate penalty for its bet. This episode breaks down who, why, and what it means for the AI chip war's next casualty.</p><p><br></p><p>CHAPTERS</p><p>00:00&nbsp;SpaceX Stock Hits Lows</p><p>00:56&nbsp;Unlock and Short Pressure</p><p>02:02&nbsp;Losses and AI Costs</p><p>02:29&nbsp;Musk Backs Nvidia</p><p>02:56&nbsp;Google Leadership Shakeup</p><p>03:31&nbsp;Anthropic Chooses TPUs</p><p>03:50&nbsp;Inside the $200B Scheme</p><p>04:58&nbsp;Leasing Chips and Risk</p><p>05:52&nbsp;Cheaper Capital Advantage</p><p>06:44&nbsp;Anthropic Builds Its Own</p><p>07:21&nbsp;Systemic Liability Concerns</p><p>08:29&nbsp;Wrap Up</p><p><br></p><p><br></p><p>IF YOU LIKED THIS, WATCH:</p><p>→ Big Tech's Hidden $1.65 Trillion AI Debt Bomb Just Met Energy Perfect Storm: https://youtu.be/oHTWCZmQHYc </p><p>→ SpaceX Below IPO: Banks Say Buy, Bond Market Says Junk: https://youtu.be/moXRGSpksy0 </p><p>→ SpaceX Just Pulled Off the Most Dangerous IPO Trick Ever: https://youtu.be/zQuGPAJKQiE </p><p><br></p><p><br></p><p>SOURCES &amp; FURTHER READING</p><p><br></p><p>SpaceX Q2 2026 Earnings and Stock Analysis</p><p>• SpaceX Q2 2026 Earnings Call Transcript and Financials: https://finance.yahoo.com/quote/SPCX/earnings/SPCX-Q2-2026-earnings_call-692542.html</p><p>• SpaceX Q2 2026 Official Financial Results Filing: https://s21.q4cdn.com/184289198/files/doc_financials/2026/q2/SpaceX-Reports-Second-Quarter-2026-Results.pdf</p><p>• Morningstar: SpaceX Stock Significantly Overvalued After AI Spending Surge: https://www.morningstar.com/stocks/spacex-earnings-stock-significantly-overvalued-massive-ai-investments-outweigh-hefty-neocloud-rent</p><p><br></p><p>Nvidia's SpaceX Exclusive Deal</p><p>• Why Musk's All-In Nvidia Bet Sent the Stock Up 4%: https://finance.yahoo.com/technology/article/nvidia-stock-rises-after-musk-says-spacex-will-exclusively-use-companys-chips-211803293.html</p><p><br></p><p>Google's $200 Billion Anthropic Chip Financing Structure</p><p>• FT Exclusive: Inside Google's $200 Billion AI Infrastructure Financing Scheme: https://www.ft.com/content/549f2e23-5aa2-49c7-9ea6-a9784ab7087c?syn-25a6b1a6=1</p><p>• Wall Street's Role in the Google-Anthropic Chip Financing Web: https://www.linkedin.com/posts/ft-exclusive-a-consortium-of-wall-street-share-7490619099337863168-ra22/</p><p><br></p><p>Anthropic's In-House Chip Strategy</p><p>• Business Insider: Anthropic Is Building Its Own Silicon to Reduce Google Dependence: https://www.businessinsider.com/anthropic-in-house-silicon-chip-team-claude-2026-8</p><p>• Reuters: Anthropic Hiring Engineers to Design In-House AI Chips With Samsung: https://www.reuters.com/business/anthropic-build-in-house-chip-design-team-claude-hire-engineers-2026-08-05/</p>","author_name":"Neeta Bidwai"}