AI & GPU compute
Anthropic Just Posted $16.8
The numbers coming out of the AI industry are the biggest in the history of technology, and a growing group of analysts thinks that is the problem. I went through the real figures behind the bubble debate, Anthropic’s revenue, the infrastructure commitments, the debt, the falling cost of intelligence, and who is actually paying, because the case for a correction and the case against it both rest on the same facts.