Exit Liquidity
Anthropic’s revenue is soaring. Its compute costs are rising faster. That gap is a useful place to start asking who’s earning a return on the AI boom, and who’s financing the wait.
Where are the returns?
Anthropic’s moving financial picture
The compute bill
How durable is demand?
What customers actually pay
Financing and exit incentives
Source:
Ed Zitron's Where's Your Ed At — Exit Liquidity
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