Gary Marcus: Anthropic may not be able to pay its bills, and Blackstone just noticed
GaryMarcus · x · 2026-10-31
Gary Marcus cites an FT report that Anthropic reversed its previous guidance, complicating its ability to finance massive spending. He argues there is a real chance Anthropic will at some point be unable to pay its bills — and that Blackstone just figured that out. A sign of tightening capital-market confidence in AI labs' burn-vs-revenue math.
Related event: Blackstone Warns Anthropic May Only Get Junk Rating After IPO(6 posts)→
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