All moments › Anthropic's $2 Trillion IPO: The Top of the AI Bubble?

$4.6B revenue vs $42B losses in 2025; $518B infrastructure commitment over seven-ten years.

From Anthropic's $2 Trillion IPO: The Top of the AI Bubble? · jumps to 1:34:28 · speech

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In 2025, they did $4.6 billion in revenue, okay, but they lost $42 billion. So I said, are there any major AI players who have discussed 2026 spending? So anthropic hasn't sent any P&L for 2026 or CAPEC numbers. What leak though is a multi-year infrastructure commitment of at least $518 billion over the next seven to 10 years. So even at just basic fucking math here, let's assume that's like 50 billion in spending every year.

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