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John Foley

Head of the Lex column, Financial Times

Real Alpha has cut 5 moments of John Foley (Head of the Lex column, Financial Times) talking, from 2 interviews on Prof G Markets, the latest published Nov 3, 2026.

What John Foley said

  1. Prof G Markets ·

    Anthropic's Q3 Results Are In — The Costs Are Exploding

    2 moments · 10 min

    1. 7:01

      Anthropic’s enterprise growth may not cover its funding needs

      “not having an investment credit rating just makes that process more expensive”
      at 12:26
    2. 2:35

      Anthropic’s revenue forecasts are difficult to underwrite

      “my issue with this IPO from the beginning has been that it is almost impossible to predict with any certainty where these revenue numbers are going to go.”
      at 4:38

  2. Prof G Markets ·

    SpaceX Raised $111B — It Already Needs More

    4 moments · 17 min

    1. 2:40

      SpaceX needs rapid data-center payback to fund its expansion

      “the CFO of SpaceX said quite recently that they can get payback on a data center investment in less than a year.”
      at 4:36
    2. 9:35

      SpaceX’s debt is riskier, while data centers drive the thesis Pro pick

      “At the moment, the market's not sending out a distress signal, but it is saying there's companies getting riskier by the minute.”
      at 11:10
    3. 13:20

      SpaceX’s valuation rests on faith, not reliable price discovery Pro pick

      “that $2.3 trillion market cap is, of course, not real.”
      at 17:11

    Also from this interview

    1. 32:06

      OpenAI’s research progress does not prove its business model works

      “scientific research and enterprise business are two very different ballgames.”
      Ed Elson · at 35:15

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