Anthropic's better-than-expected profitability called strong evidence against the AI bubble thesis
JHochderffer · x · 2026-10-27
The author argues Anthropic is far more profitable than most people realized — including himself — and that this alone is a strong argument against the "AI is a bubble" narrative. It's a take on Anthropic's S-1 filing, which disclosed $16.3B in revenue alongside roughly $800B in compute commitments.