
The episode features TeraWulf CFO Patrick Fleury discussing the recent Anthropic deal and its implications for the company and investors.
We sit down with TeraWulf CFO Patrick Fleury right after the Anthropic announcement to break down the deal terms, the financing structure, and what it means for long term shareholder value. We also unpack why TeraWulf is selling the Abernathy JV stake, how site selection drives terminal value, and where power markets like Texas can mislead investors. • overview of the two announcements and how they fit TeraWulf’s priorities • rationale for selling Abernathy and recycling capital i...
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