Smells like soap bubbles. Anthropic's total financial commitment is $637 billion. It's not mostly debt, it's d

Smells like soap bubbles.

Anthropic's total financial commitment is $637 billion. It's not mostly debt, it's deals with Google, Amazon, and Microsoft over the next 5-10 years that Claude developers should regularly spend money on cloud computing.

If the demand for their chatbots drops or Anthropic as a whole drops, those commitments will turn into debts.

$637 billion is more than the GDP of Austria, Thailand, Vietnam and Denmark. #game