Bearish take on Anthropic: old markets insufficient as bets on cyber and bio mount
gerardsans · x · 2026-10-22
Commenter gerardsans argues Anthropic hasn't found a golden goose: its push into new markets signals existing ones can't keep the company afloat, and the hype is running out of steam. Even with flagship Claude Code firing on all cylinders in software, OpenAI Codex is splitting that segment. Bets on cyber and biology keep growing while losses multiply — if none pay off, he warns, the economy takes a huge hit.
Related event: Analysts Question Anthropic's Concentrated Bets as Losses Grow(2 posts)→
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