AndrewTheInvestor
Region: US
Monday 26 October 2026 17:33:16 GMT
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littlebylittlle :
TLDR all in with leverage
2026-10-26 21:27:17
153
Resq :
Didn’t think about that, how do you insure an AI company 😭
2026-10-26 21:33:42
35
RAREWRLD® :
They lost $80B in the first 6 months of this year.
2026-10-27 01:04:26
1
i :
anthropic care more about the financial side of business
2026-10-27 01:52:37
0
congenial skeptic :
A bit of creative accounting and forecasting happening
2026-10-26 20:23:47
115
M1J :
Worse than SpaceX??
2026-10-26 22:10:33
10
Josh Robinson :
Great vid…if the short term and long term lease agreements were actually written down then we would be seeing a very red day. They’ve given enough to keep the AI trade alive for now by showing cash in the bank for their massive obligations
2026-10-26 17:57:19
31
Will O 🇰🇪🇰🇪🇰🇪 :
They can easily pay it off if revenue keeps tripling 😭😭✌
2026-10-27 01:24:19
0
ezekial :
Lord Jesus Christ have mercy upon us
2026-10-27 01:12:16
0
billk315 :
What are the short term opportunities here? Buy at ipo and sell after it spikes ?
2026-10-26 22:34:51
4
Coskier :
I would touch this with a 10 foot pole. Way too much creativity in the accounting here
2026-10-27 00:45:01
3
James Baker :
Impressive revenue growth but they are still posting, and expected to post, huge losses. Also some rather creative accounting and assumptions made. Risk is simply too high.
2026-10-27 00:54:40
0
Cade :
Given that doom laden description, a correction: the insurance company(ies) *would* not unless forced by courts and enforced for years and years to cover.
2026-10-27 01:01:08
0
pug :
in the filing it states it has contracts to spend 700b over the next decade in compute in order to get a discounted tier for it. do they expect to double revenue every year for 10 years to pay this bill? imo they have reached most of potential user base and revenue will stagnate
2026-10-26 21:05:41
8
Lou Bricant :
Founders retain control over company, too, with 50.1% shares. Public investors may have great exposure yet little control when the company's corporate purpose conflicts with public investor interests.
2026-10-26 22:50:06
0
Felipe :
Great vid
2026-10-27 00:14:07
1
Good Citizen :
Seems much like the railroad boom. Lots of risk, there will be derailments , but is going to happen
2026-10-26 21:32:49
4
michelle.california :
I don’t know what that is
2026-10-26 23:27:46
0
takico_69 :
is it me or is the audio in and out?
2026-10-26 17:41:18
0
plumweo :
The ai trade is cooked [Wilted rose]
2026-10-26 19:21:14
2
DayzedNAmused :
This is scary honestly
2026-10-26 23:26:54
1
TrickyTallGuy :
Thanks great summary
2026-10-26 18:54:11
1
Yashiro 🇵🇪🇯🇵🇺🇸 :
Algorithm
2026-10-26 23:02:58
0
Manny Torres :
10/10 video 👊🏼
2026-10-26 23:54:11
0
Cade :
Ah yes, the tried and true scaling method of Expenses growing *faster* than revenue 😂
2026-10-27 01:02:47
0
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