Breaking: Michael Burry says Anthropic's business model is slowing down fastBelow are his reasonings:1. Revenue growth d…
Breaking: Michael Burry says Anthropic's business model is slowing down fast
Below are his reasonings:1. Revenue growth dropped from 144% last quarter to 47% this quarter2. Operating income flipped from a $974M profit to a $567M loss3. Anthropic owes $895.4B in compute spending through to 2045, about 12x what it makes a yearBurry brings up "tokenmaxxing," because token usage isn't slowing down, it's at all-time high. The issue is Anthropic's margins can't keep up with costs right now
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