The speaker attributes Anthropic's $100 million-per-megawatt value to Jane Street capturing $300 million or $500 million per megawatt.

“But at the end of the day, the reason they've gone to $100 million per megawatt is because Jane Street is capturing $300 million per megawatt or $500 million per megawatt, where Dworkesh from researching his podcast and learning about credit is capturing, you know, how many dollars per megawatt. Now, how much can you use?”