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

Revenue stagnant while costs soar; questions validity of AI company valuations amid uncertainty.

From Anthropic's $2 Trillion IPO: The Top of the AI Bubble? · jumps to 1:35:09 · speech

▶ Open at 1:35:09 on YouTube
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The problem arises is there's not a lot of revenue. So cost is going like this and revenue is not. So that's another kind of point in the potential bear AI bubble popping thing. It's like, okay, well, what are you using to justify these valuations? We don't even know if you're making money. It's hyperscaling. Are we modeling these things completely incorrectly or has it just gone to Looney Tunes Town and no one knows what the fuck is going to happen? So something to watch for sure. This is just very good kind of trolling from the richest person on the planet.
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