Chamath: Anthropic should take a lower valuation if it means $200B for compute
VraserX · x · 2026-10-20
Investor Chamath argued that Anthropic should accept a lower valuation if it means raising $200 billion for compute. The poster agrees: a massive valuation is pointless if you can't afford to keep up in the compute race, cutting to the core tension between valuations and the AI capex arms race.
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