Dylan Patel says Anthropic is willing to pay 20% interest on an additional $1 billion to build capacity, expecting substantial revenue and judging that cost preferable to renting capacity from SpaceX for $50 billion per gigawatt.

“or I should just buy this data center's debt, or I should buy Anthropic's debt because Anthropic's willing to pay 20% rates for,”

“the incremental billion dollars to build their capacity because they know their revenue from it's going to be huge and they're going to pay 20 because it's still better than renting it from spacex for 50 billion dollars a”