---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000958670.md"
description: "Breaking: Michael Burry says Anthropic's IPO filing shows the whole AI boom is "catastrophically vulnerable"Below are his reasonings:1. Anthropic owes $537B for computer power, and pending deals could push it to $800B2. Anthropic brings in about $65B a year, so it owes about 12x what it makes3. Half of $537B goes to $Amazon(AMZN.US), $Alphabet(GOOGL.US) and $Microsoft(MSFT.US)4. Anthropic's sales growth slowed from 144% last quarter to 46% this quarter, while its compute costs jumped 78%Burry says this setup works while AI keeps growing, but one slowdown could hit cause a collapse"
datetime: "2026-10-28T14:28:51.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000958670.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000958670.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000958670.md)
author: "[Michael Burry Tracker](https://longbridge.com/en/profiles/17582432.md)"
generator: "portal-rs"
---

# Breaking: Michael Burry says Anthropic's IPO filin…


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