Eisman sees Anthropic's growth slowing against $800 billion of commitments
Steve Eisman reads Anthropic's S1 and a week of weak tech earnings as evidence the AI token-maxing boom is fading while commitments, debt costs and power constraints mount.
Loading articles…
The complete subject coverage could not load. Published articles remain below.
SF Compute argues credit, not chips, is AI's bottleneck
Evan Conrad of San Francisco Compute argues that independent, physically settled forward contracts can unlock GPU financing, a model that depends on refusing the profits of becoming a cloud.
Crusoe's CEO models AI infrastructure on oil majors, not winner-take-all
Chase Lochmiller, CEO of Crusoe, explains how a vertically integrated model, from electrons to tokens, shapes his view of competition, leadership scaling, and the public backlash against data centers.
Modal's CEO: inference tokens commoditize, platform breadth endures
Eric, founder and CEO of Modal, argues that inference serving is heading toward commodity pricing while durable advantage lies in multi-product infrastructure, even as compute stays chaotic and capital-hungry.
Baker: forward compute prices exceed spot while enterprise AI stays early
Investor Gavin Baker, reacting to Anthropic's S-1, argues demand is outrunning compute supply, while counterpoints on customer concentration and training-heavy compute test how far that optimism can run.
AI capex hits 5-6% of GDP and demand still outruns supply
SemiAnalysis's Dylan Patel and Jordan Nanos on whether $2 trillion of AI capex can pay back, Nvidia's $588 billion of backstops and neocloud security failures.
Mega-funds need $1 billion positions, so profitable startups go unfunded
Harry Stebbings, Jason Lemkin and Rory O'Driscoll dissect venture's capital concentration, CoreWeave's debt-fuelled fragility, and Anthropic's slowing growth ahead of a possible $1.5 trillion IPO.