Rob May, GP @ Half Court
A stress-test analysis of Anthropic's revenue trajectory pre-IPO, arguing the company faces a duration-mismatch risk—heavy upfront infrastructure costs betting on $190-200B revenue by 2028—where a 30%+ revenue shortfall would force costly renegotiation rather than near-term solvency collapse.
Read the full post on Investing in AI ↗
Topics: AI (Horizontal) · AI Infrastructure · Venture Capital & Startups
Published by Investing in AI · their site ↗
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