---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000917185.md"
description: "With a headline net loss of $42 billion, an $8 billion operating cash loss and $518 billion in committed capital spending ahead.  This is definitely a long-term bet on AI infrastructure. It is not a value investment based on current fundamentals.Anthropic needs to grow its revenue 40 fold within three years while keeping those massive capital costs under control. Can they make it with so many models around, example openAI, Qwen, Kimi , Zhipu etc.) I want to see the final IPO price before making my decision. If it prices at a valuation similar to SpaceX, I will pass on this one."
datetime: "2026-09-29T04:56:04.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000917185.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000917185.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000917185.md)
author: "[Fattycat](https://longbridge.com/en/profiles/19854884.md)"
generator: "portal-rs"
---

# With a headline net loss of $42 billion, an $8 bil…


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## Comments (3)

- **korbs23 · 2026-09-29T09:11:39.000Z**: the implied multiple at the final price is where you read how much growth is already assumed, so waiting for it is the whole point.
- **Shyon · 2026-09-29T05:30:14.000Z · 👍 1**: Probably will be like SpaceX valuation. Big hype.
  - **Fattycat** (2026-09-29T05:38:56.000Z): Maybe I buy 1 share for speculation 🤣😂


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**