Is Anthropic the Pennsylvania Railroad? $7.33B compute vs $4.59B revenue sparks debate
markjeffrey · x · 2026-10-07
A viral analysis likens Anthropic to the Pennsylvania Railroad: $7.33B of compute carrying $4.59B of revenue, $518B more ordered, IPO-ing at peak utilization — echoing the 1893 railway bust after which society kept the tracks and the app layer thrived. Meta's chief scientist Mark Jeffrey replied simply: "Yep."
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