@yahoofinance: It’s spooky season, and Anthropic’s leaked S-1 read a little like a jump scare. The draft revealed that the company is on the hook for $450 billion in compute over the next 7 to 10 years. 😳 Revenue is soaring, but much of it is already promised to compute bills Anthropic has to pay whether it uses the capacity or not, with $750 billion more in deals still on the table. #anthropic #ipo #stocktok #techtok #wallstreet #investing #AI

NaturalGeneralIntelligence :

20% being 2 customers is *some* concentration risk, I wouldnt call that huge.

Liquidcarb :

At some point, cash is required to stay in business

Paul Rizzo :

Soooo your saying tax payers will bail them out

ThiccGuyNextDoor :

This is insanity. My brothers and sisters. Start stockpiling ALL the basic necessities. Rice and beans.

Ploo :

Their bonds are rated as “junk”

sexy :

450b over 10 years is nothing

Tuffpie :

Insane. This is like Y2K and the first tech bubble in 1999 all over again. Irrational exuberance.

Urbanite :

I think this situation it's going to end up leading to the whole system changing because of how dangerous these guys are.

jimmt09 :

Have they considered asking AI how to make the business profitable.

MagentaCanyon :

20% of their revenue - so 3.2B from 2 customers?? Who’s paying $3.2B for Claude?

user5573162426091 :

Imagine me running a business making 1 million in revenue and losing 10 million. The J curve is real, but this is just ridiculous.

J's vikings :

and yet the NASDAQ will welcome them with open arms

mrface999 :

The world Bank is literally out here saying publicly that it's a bubble. they flat out stated that even if AI is successful it will not likely be profitable enough to recoup the money spent on it let alone make profit

Mr G :

no wonder demand is so 'strong'

AJS272727 :

WeWork Volume 2

roozbleesb :

lol - TY for discerning this & dissecting facts to communicate. This hasn’t ever made any sense

user3537867212696 :

This is a disaster.

ctrl_c :

They’re done. This is what the crash looks like.

Kipper :

Ed Zitron has been talking about this for years

Tall Canadian Man 🇨🇦 :

KK :

stupid dog :

🆙↗️

hennykenn1439 :

Pass they lost $80B

Mike :

What I think is hilarious is that people continue to treat them as a mature company…. I’m not an AI hype boy, but I think people are entirely losing sight of the astronomical growth that this company has exhibited… revenue will either catch up with expense, or it won’t, and they’ll get bought out at an aggressive multiple.

❤️❤️ :

Exit liquidity. Overvalued trash