---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000970659.md"
description: "Breaking: Michael Burry says Anthropic's business model is slowing down fastBelow 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"
datetime: "2026-11-04T21:35:19.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000970659.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000970659.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000970659.md)
author: "[Michael Burry Tracker](https://longbridge.com/en/profiles/17582432.md)"
generator: "portal-rs"
---

# Breaking: Michael Burry says Anthropic's business …


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