Person

Harley Bassman

Harley Bassman is named in 3 Parts of The Buildout, most recently Part 17: The Guarantee Has No Date. Argued in Part 14 (The cash still covers it), Part 15 (The two shocks compound).

In 3 parts of The Buildout: Part 17, Part 15, Part 14 · Updated Oct 22, 2026

What Harley Bassman argued

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  1. Part 15 · The two shocks compoundSep 17, 2026

    Beyond the lack of trust, rates are rising so much because of massive price-insensitive demand from hyperscalers, whose projected borrowing is around seven hundred fifty million against roughly two billion issued by the Treasury, approaching thirty…

  2. Part 14 · The cash still covers itSep 17, 2026

    Anthropic itself is not borrowing the money; it is the hyperscalers (he names Meta, Google, Amazon, Microsoft, Oracle) who are borrowing to use Anthropic's products, so if Anthropic were to go bust, that would be an equity problem rather than a…

In The Buildout

Where Harley Bassman appears.

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  1. Part 17The cash flows cover it

    Harley Bassman, on Erik Townsend's MacroVoices on September 17, 2026, said most hyperscalers own cash businesses that can carry their debt; shareholders may suffer, but short of a breakup the debt gets repaid.

    The Guarantee Has No Date

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1 sources, 0 claims and 0 texts mention Harley Bassman, as of Oct 22, 2026. A count of attention, not a judgment.

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