I decided to delve into the financials of Anthropic since the company is pushing its IPO now... and HOLY CRAPOLA BATMAN!
Anthropic has already signed commitments to spend hundreds of billions of dollars with Broadcom, Microsoft, Google, Amazon, SpaceX, AMD and other companies, totaling almost $800 billion!
Anthropic's revenues and cash flow are a tiny fraction of that amount. How on Earth does Anthropic think it's going to ever achieve an income that manages to afford all these financial commitments it has already signed? DOESN'T ADD UP! Not in my analysis, anyway. Even if everything goes exactly right, I still don't see how Anthropic survives this. Do you?