$4.6B revenue, $42B lost, $518B committed: the AI math doesn't add up
kylegawley · x · 2026-10-05
kylegawley mocks Atrophic's 2025 numbers: $4.6 billion in revenue against $42 billion in losses, with $518 billion in committed future spending — "definitely not a business model." The post captures widespread skepticism about the widening gap between AI capex commitments and actual revenue.
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