opinion claim
The speaker guesses that Anthropic and OpenAI value neoClouds taking on balance-sheet risk and may prefer not to bear that risk themselves.
Jamin Ball · Deep Dive: Anthropic S-1 Myths and Mythos — Jamin Ball, Altimeter · 7 Nov 2026
In their words
The transcript segments this claim was taken from
“You know, my g- my guess is Anthropic and OpenAI are happy that Neo Clouds exist to take the balance sheet risk. Maybe they don't want to take that balance sheet risk, 'cause again, it could be things-”
“... out of their control-”1:26:21Report a misattribution
0.60how strongly it was put, not whether it is true
0.85importance to the conversation
0.94confidence the claim was read correctly