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And GMO’s Ben Inker on losses if the AI build-out stalls:

Altimeter’s Brad Gerstner on CoreWeave’s debt:

Academy Securities’ Peter Tchir on financing the AI build-out:

TCW’s Bryan Whalen on lending to AI companies:

The yield on CoreWeave’s 2032 notes rose to about 15% last week. Here’s what executives and analysts said on podcasts about lending to AI. First up, TeraWulf CEO Paul Prager:

We round up quotes like this every week in Exec Radar, a free newsletter covering what executives and analysts say on podcasts, word for word. Sign up at newsletter.particle.pro

And RBC’s Lori Calvasina on the hedges and inventories companies have used to protect profits:

Goldman Sachs’ Tony Pasquariello on worries about how few stocks lead the market:

Bridgewater founder Ray Dalio, asked whether markets are in a bubble:

Wharton’s Jeremy Siegel on profit growth this strong outside a recession:

Third-quarter earnings season began this week, with analysts expecting S&P 500 profits to rise 29.6%, according to FactSet. Here’s what executives and analysts said on podcasts about stocks heading into earnings season. First up, BlackRock’s Rick Rieder:

We round up quotes like this every week in Exec Radar, a free newsletter covering what executives and analysts say on podcasts, word for word. Sign up at newsletter.particle.pro

And UniSuper CIO John Pearce on why his fund is sitting it out:

Brenon Daly of S&P Global's 451 Research thinks the stock could do well after it lists:

Bill Ackman of Pershing Square on what Anthropic has built:

Paul Kedrosky of SK Ventures on buying in at a valuation near $2 trillion:

A draft of Anthropic's IPO prospectus, reported by Reuters last week, shows $518 billion of computing commitments. Here's what executives and analysts said on podcasts about Anthropic going public. First up, M&G's Vikas Pershad on what a CFO in India told him:

How hedge funds use Particle for research: particle.pro/blog/hedge-fund…