AI compute markup chain sparks debate; Ed Zitron's Anthropic bear case questioned

David Friedberg calculated that every $1 of NVIDIA's COGS becomes $18 of Anthropic revenue after markups along the compute chain. Separately, investor firstadopter used Grok to fact-check Ed Zitron's failed predictions on Anthropic, noting its H1 revenue reached $16.3 billion.

2026-11-01 ~ 2026-11-01 · 2 related posts

• Friedberg: $1 of Nvidia COGS becomes $18 of Anthropic revenue via SpaceX margin — firstadopter · 2026-11-01
• Grok's tally of Ed Zitron's failed AI calls: Anthropic posted $16.3B H1 revenue, 8% GAAP margin — firstadopter · 2026-11-01