They can but they shouldn't. They have nearly $100b in cash and cash equivalents. But given the massive compute cost commitments, that clock keeps ticking down especially as the private equity and debt markets are closing on them day to day. And delaying sends a signal to the wider market which causes cloud providers and everyone downstream to get repriced lower, making the financial landscape even worse. The question is if Anthropic's situation will look better say three months from now. Given growth slowing and margin compression in Q3, that's a fat if.
Odds of coming out this year just dropped from 95% to 70% on polymarket
Which means nothing in terms of likelihood of events happening or not happening.
Every picosecond, anything and everything has a 50/50 chance of happening
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Odds easily manipulated by those with money aren't useful. When you're playing around for a trillion, a billion isn't much money to lose
They can but they shouldn't. They have nearly $100b in cash and cash equivalents. But given the massive compute cost commitments, that clock keeps ticking down especially as the private equity and debt markets are closing on them day to day. And delaying sends a signal to the wider market which causes cloud providers and everyone downstream to get repriced lower, making the financial landscape even worse. The question is if Anthropic's situation will look better say three months from now. Given growth slowing and margin compression in Q3, that's a fat if.
This is very much aligned with Steve Eisman’s take: that it’s a terrible overvaluation but for Anthropic it is now or never.
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Be a man and just say nuts. No need to self-censor like that on HN.
Or rather they did need to self-censor, but the scope was the whole comment
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