Best Podcasts on Anthropic's AI Spending
Updated: Feb 18, 2026 – 3 episodes
Anthropic has projected that it will spend over $80 billion to utilize the cloud services of Amazon, Google, and Microsoft for running its AI models through 2029. Additionally, the company anticipates incurring around $100 billion in costs for training its models, highlighting the significant financial investments required in the AI sector.
Three very different takes here — start with Better Offline for the bear case. They argue that Anthropic's projected $180 billion spend on AI and cloud services might lead to financial instability rather than growth. The a16z Show, on the other hand, sees this massive investment as a golden opportunity for tech growth, highlighting the infrastructure benefits. TFTC: A Bitcoin Podcast offers a balanced view, acknowledging AI's potential while questioning the sustainability of such heavy spending. Each podcast provides a unique perspective on whether Anthropic's financial gamble will pay off.
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Ridealong has curated the best podcasts and clips about Anthropic Projects $180B Spend on Cloud Services and AI Training. Listen now.
Podcast Episodes Covering This Story
At a glance
The podcast emphasizes the unprecedented scale of investment in AI infrastructure by major tech companies, framing it as a significant opportunity for growth rather than just a cost burden for companies like Anthropic.
Key quote from this episode
“The infrastructure is going to get built for all of the training and inference needs that the market is going to need. And this is great for all the companies that are building on top of this.”
The podcast segment presents a critical view of the AI industry's financial sustainability, arguing that the projected spending by Anthropic reflects a broader vulnerability in the sector rather than a sign of healthy growth.
“Every single part of the industry is fueled by a kind of subsidy, debt or equity. As a result, the AI bubble is really a stress test of the global venture capital, private equity, private credit, institutional and banking system.”
The host expresses skepticism about the sustainability of AI investments, suggesting that the projected costs for companies like Anthropic may lead to significant financial losses rather than growth.
“In really simple terms, I believe that almost every investment in a data center or AI startup may go to zero.”
The podcast segment highlights the unsustainable financial model of AI companies like Anthropic, emphasizing the massive costs and unprofitability that could lead to a collapse in the industry.
“Generative AI is not a functional industry. And once the money works that out, everything burns.”
TFTC: A Bitcoin Podcast
#715: $1.5 Trillion in AI Promises With No Business Plan with Gary Brode
Date posted: Feb 11, 2026
At a glance
The host expresses optimism about AI's potential but raises concerns about the sustainability of the massive investments being made by companies like Anthropic and their reliance on cloud services.
Key quote from this episode
“I wanna be clear, I'm very bullish on AI, whether or not the spending in the capital outlay that we've seen over the last few years is sustainable, I think is the biggest question out there.”
Sentiment Overview
Bullish (1)
Bearish (3)
Mixed (1)