Breaking: Michael Burry is avoiding Anthropic stock when it goes publicHe says the company's financials don't add up. Th…
Breaking: Michael Burry is avoiding Anthropic stock when it goes public
He says the company's financials don't add up. The company's actual spending commitments add up to about $1.07 trillion, which is far more than the $895.4 billion Anthropic disclosedHis case:1. Anthropic needs 11.6% monthly revenue growth through 2027 just to keep up2. Anthropic left out $120.5B contract to buy compute from SpaceX3. Spending topped $100.8B, not the $69.8B reportedAnthropic's benefit to doing this is simple, a smaller number on paper makes the company look safer right before it needs investors to buy in
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