TechAnthropic’s business plan: Build a machine god or risk going broke

Anthropic’s S-1 appears to justify heavy compute spending, with the company betting its future on dramatic growth to cover high fixed costs. Revenue surged and enterprise customers are spending heavily, but rivals and open-source models intensify competition. The piece questions whether the growth and recursive self-improvement the plan seems to require are realistic.

AnthropicAIcompute spendingenterprise software

TThe Verge★★☆☆☆2026-10-29 13:30Original