Is the fastest growing AI lab in the world beholden to Elon Musk? | Market Hang
Daniel Newman, CEO of Futurum, reaches for wireless spectrum to explain what bothers him about Anthropic renting its compute from SpaceX. Liz Harrow, Partner at SHAKTI, reads the same deal as a good marriage and argues it quietly turns SpaceX into a hyperscale cloud provider. Kevin Kelly, Founder and CEO of Kelly Intelligence, says the thing that decides these outcomes is who can get Jensen Huang on the phone, and ends on the detail everyone skips. Nancy Tengler, CEO and CIO of Laffer Tengler Investments, hosts.
Watch the full stream: https://youtube.com/live/v4JjtL2D7Sc
Market Hang is live weekdays 12:30-1:30pm ET on Yahoo Finance.
Timestamps
0:00 SpaceX had compute. Anthropic had customers
1:38 Elon’s ambitions are bigger than being a neo cloud
3:04 Imagine leasing the spectrum back to Verizon
4:16 Who can call Jensen and get an answer
5:19 Opposite ends of the political spectrum, same buildout
#Anthropic #SpaceX #AIStocks #MarketHang #YahooFinance
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