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Well, compute is COGS for Anthropic, so comparing it to revenue might be more relevant…

Astonishing

I can’t wait to stuff more money in these guys’ pockets!

I have lived through many technology booms and seen how 20 companies plan and build for 10% marketshare. This is how capitalism works. Companies do not know what their competitors are doing. Microeconomics. However, 20 x 10% creates oversupply. Macroeconomics. History repeats. Bubbles burst.

I think we have to rewrite the definition

Anthropic is a toxic: per #Yamashita std, w/ complicity of its Select Principals—Amodei etc—ID'd actors under RF or false flags finalize prep. for 18USC§2332a #WMD_ATTACK vs US&partnrs. To enjoin demand judicial interv:USC §1361 or §706(1).DM me if you concur to expedite interd. their WMD Crimes

Huh, I wonder…

It's a scam I tell you

But Space X and Microsoft are also part of their 5 customers contributing 25% of their revenue, so that’s a good thing, right? I mean.

Wow that’s some hardcore old school right there with Enron. The farthest I’ve thought to go back is Lehman Bros, in part b/c it will be 20 years soon and I believe in 20y cycles give or take. Nothing lasts forever, especially good things (probably built on smoke & mirrors). 😝