Braid
OpenAI trims its raise, neoclouds get shut out of bonds, and Anthropic may be rated junk
21:48
Hosts: Lenar Kess, Damra Vol. Big Tech returned just 9.3% of its cash to shareholders this year while committing more than $3 trillion to data centers, and on Halloween the bill for that arrived from the lenders: a smaller OpenAI round, neoclouds shut out of the bond market, and a rating question hanging over Anthropic's IPO. The rest of the show covers a tampered Claude Code extension, an…