{
  "generatedAt": "2026-10-22T01:47:05Z",
  "disclaimer": "Analysis and opinion, not investment advice.",
  "kind": "person",
  "slug": "harley-bassman",
  "name": "Harley Bassman",
  "role": null,
  "url": "https://deepstack.ltd/people/harley-bassman/",
  "api": "https://deepstack.ltd/api/v1/entities/people/harley-bassman.json",
  "summary": "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).",
  "parts": [
    {
      "part": 14,
      "headline": "The Cash Arrives Unevenly",
      "url": "https://deepstack.ltd/stories/the-cash-arrives-unevenly/"
    },
    {
      "part": 15,
      "headline": "Oil Is the Headline. The Real Yield Is the Bill.",
      "url": "https://deepstack.ltd/stories/oil-is-the-headline-the-real-yield-is-the-bill/"
    },
    {
      "part": 17,
      "headline": "The Guarantee Has No Date",
      "url": "https://deepstack.ltd/stories/the-guarantee-has-no-date/"
    }
  ],
  "numbers": [],
  "mentions": [
    {
      "part": 17,
      "section": "The cash flows cover it",
      "excerpt": "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.",
      "url": "https://deepstack.ltd/stories/the-guarantee-has-no-date/"
    }
  ],
  "sides": [
    {
      "part": 14,
      "question": null,
      "side": "the-cash-still-covers-it",
      "sideLabel": "The cash still covers it",
      "claim": "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…",
      "date": "2026-09-17",
      "url": null,
      "linkVerified": false,
      "storyUrl": "https://deepstack.ltd/stories/the-cash-arrives-unevenly/",
      "sidesUrl": "https://deepstack.ltd/sides/the-cash-arrives-unevenly/"
    },
    {
      "part": 15,
      "question": null,
      "side": "the-two-shocks-compound",
      "sideLabel": "The two shocks compound",
      "claim": "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…",
      "date": "2026-09-17",
      "url": null,
      "linkVerified": false,
      "storyUrl": "https://deepstack.ltd/stories/oil-is-the-headline-the-real-yield-is-the-bill/",
      "sidesUrl": "https://deepstack.ltd/sides/oil-is-the-headline-the-real-yield-is-the-bill/"
    }
  ],
  "coverage": null,
  "lastUpdated": "2026-10-22"
}