Saanya Ojha · 10 November 2026 · Additional Read

Anthropic’s Event Horizon

Saanya Ojha, Partner @ BCV

Anthropic's $1.3T IPO filing and $900B infrastructure commitments raise questions about whether AI economics are sustainable or artificially inflated by circular investment flows among chipmakers, cloud providers, and model builders—despite an impressive $81B revenue run-rate.

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Topics: AI (Horizontal) · AI Infrastructure

Published by Saanya Ojha · their site ↗

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