This is true, and my previous post should be understood in this context. The g… · @StAlphaResearch · TwKit

@StAlphaResearch

This is true, and my previous post should be understood in this context. The general consensus, and bet, is that AI adoption will accelerate. The entire Anthropic thesis relies on growth accelerating, or it'll slow choke into a structural financing deficit by late 27/early 28. Anthropic's lenders (Google, Amazon, and Broadcom) are the suppliers, shareholders, and the creditors all at once, and the cloud providers among them are also competitors. This crazy setup exists because each company structured the deal to solve its own problem. Turn an uncertain capital bet into guaranteed revenue and take upside through equity and lock downside behind contracts and collateral. Every piece of this story assumes Anthropic's revenue keeps rising faster than its compute bill. For retails, expect crazy volatility ahead. Remember the day when FT reported that OpenAI missed its ARR target?

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