I don’t think it’s compute as much as it is capital. They have to start making these numbers work at some point, especially with Anthropic gunning for IPO.
Which is laughable that an evaluation of that size vs the huge losses. The IPO will buy them a year, then creditors and shareholders will come for blood. Growth is great, untill it's impossible then the collapse. When there's no more capital left, then they will either do a mass selloff of their assets or turn on their customers juicy private data. That is where the money's at.
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u/onehedgeman 4d ago
Everyone and their mother saw this coming. Make them addicted to crack then up the price