Trump proved Anthropic's risk factor in 12 hours, and SpaceX is now a neo cloud | Market Hang

Anthropic's leaked S-1 lists political backlash against data centers as a risk factor. Within twelve hours Trump posted that new data centers will have to generate their own power, hand the surplus to the grid and pay residents a dividend. The panel also takes apart the SpaceX and Tesla merger: Jen Saarbach argues Tesla holders are being folded into the family business at a discount, and Dave Nadig of ETF.com says the special committees are theater because one man holds 79% of the vote. Plus the $450 billion of compute Anthropic cannot cancel, and Netflix growing at its slowest pace in three years. Featuring Jen Saarbach, Co-host, Market Hang, and Co-founder, The Wall Street Skinny Kristen Kelly, Co-host, Market Hang, and Co-founder, The Wall Street Skinny Julie Hyman, Host, Yahoo Finance Dave Nadig, President and Director of Research, ETF.com David Wagner, Portfolio Manager and Head of Equity, Aptus Capital Advisors Timestamps 0:00 Welcome back to Market Hang 1:16 Tesla and SpaceX form committees to discuss a merger 2:41 Forming committees is theater when one man has 79% 3:57 Why is Tesla only up three and a half percent? 5:01 Is the timing right for this acquisition? 6:26 The quarter, the trillion dollar line, and why the market is not buying it 9:30 A neo cloud financed by a car company 10:46 Restricted shares about to come unlocked 12:05 Thirteen gigawatts, and the money to build it 13:18 How much buying the index complex forced 14:36 Zero day options and the new market plumbing 16:17 The S-1 could go public on Friday 17:24 The compute it cannot cancel 19:50 The filing does not answer the question anyone has 21:03 Corporate America is right sizing its AI bill 22:10 Bears sound smart, bulls make money 23:48 Own the field, because the truth is usually in between 25:03 The railroads did not come with an extinction risk 26:32 Good bubbles, bad bubbles, and who actually got paid 28:19 A risk factor that came true in twelve hours 29:25 An AI factory in a shipping container 30:56 Is it the chips, or the permitting? 32:33 Who this pod is actually for 33:58 Data centers go where the power is 35:15 Is this an own goal by Nvidia? 36:49 Listing on a backlog, and backing the IPO that stalled 38:21 The valuation question nobody can settle 40:28 The other moat is safety 41:59 Keeping an agent inside a box 43:52 Is pacing the frontier a regulatory capture move? 45:06 Would constraining the frontier even work? 46:28 The system that hides in your home devices 48:34 Netflix growth slows to a three year low 50:13 Buying prestige content, then pivoting to creators 51:45 Netflix has nobody willing to work for free 53:18 The three screen problem #Anthropic #SpaceX #DataCenters #MarketHang #YahooFinance == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571

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