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Anthropic have non-cancellable obligations of $500bn yet they have $4.6bn of cancellable income. How on earth do they expect an IPO valuation of $2tn?! Is its existential risk to humanity the risk it presents to the market?

30/9/26, 6:41 am2 reposts5 likes

Ust Oldfield

@ustdoes.tech

Huge asymmetrical financial distortion, with revenue concentrated in 2 customers, plus downward price pressures. Call me a sceptic, but I can’t see Anthropic as an attractive asset.

Jörg Schmidt

@joschkos.bsky.social

Instead of an IPO, they should file for bankruptcy.

ardalis (Steve Smith)

@ardalis.com

A “Too Big To Fail” golden bailout is almost certainly in their future, and likely explicitly in their plans.