Michael Burry: Anthropic Growth Falls to 47%
Michael Burry flagged Anthropic's slowing business model after revenue growth fell from 144% last quarter to 47% this quarter while operating income swung to a $567M loss from a prior $974M profit.
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Michael Burry flagged Anthropic's slowing business model after revenue growth fell from 144% last quarter to 47% this quarter. Operating income swung to a $567M loss from a prior $974M profit. The AI firm carries $895.4B in compute commitments through 2045, roughly twelve times annual revenue, even as token usage reaches all-time highs.
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