Market Hang panelists said debt is funding the AI buildout and warned an abrupt slowdown could send shock waves. They said spending is weighing on company balance sheets; some firms are turning cash-negative and may need higher service prices to bring in revenue.
A panelist cited an FT report as saying Anthropic was profitable if costs tied to producing AI were excluded. The discussion also raised a hypothetical in which assets described as “toxic” could be packaged into syndicated deals and resold; no specific assets or transactions were named.
