Hyperscalers are only spending this money because Anthropic and OpenAI have committed to spend over $400 billion renting GPUs in the next three and a half years.
Better Offline ·
Also said about Anthropic this week
I do think the Anthropic S1 was pretty clearly an upside surprise. The fact that they've only burned $10 billion, the profitability, the cash generation, the unit economics, they'…
TBPN · Gavin Baker · Tuesday
Anthropic is simultaneously shipping the strongest models in the world while also doing it very, very efficiently and building an incredible business.
Latent Space: The AI Engineer Podcast · Tuesday
The FTC is demanding that anthropic executives testify in their AI consumer harm probe.
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