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r/stocksr/stocks· u/KoseteBamse· 4d agoCompany Discussion 1

Dario Amodei said in a recent interview that if Anthropic revenue doesn't hit $1 trillion, it could go bankrupt ?

Investor summaryBearish

Dario Amodei reportedly stated Anthropic needs $1T revenue to avoid bankruptcy, sparking debate on AI sustainability.

Bear points
  • AI companies require astronomical revenue ($1T) just to avoid bankruptcy, highlighting the unsustainable nature of current AI capital expenditures.
  • The massive compute costs for training and running LLMs may never be recouped, posing a severe risk to the AI business model.
  • Suggests a potential AI bubble where valuations are disconnected from realistic revenue generation capabilities.
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